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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $849 | $37,156-97.7% | $83,854-99.0% | $86,983-99.0% |
| Participation rate | 58.6% | 49.1%+9.6pp | 59.1%-0.5pp | 69.5%-10.9pp |
| Annual return | 22.70% | 29.88%-7.2pp | 31.39%-8.7pp | 25.83%-3.1pp |
| Employer contribution / active EE | $7 | $661-99.0% | $1,017-99.3% | $2,584-99.7% |
| Participant deferral / active EE | $232 | $1,418-83.6% | $2,035-88.6% | $4,194-94.5% |
| Admin fee / account holder | $112 | $2,510-95.5% | $3,197-96.5% | $7,856-98.6% |