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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 | $659 | $50,972-98.7% | $88,632-99.3% | $72,976-99.1% |
| Participation rate | 69.2% | 63.4%+5.8pp | 68.8%+0.5pp | 69.5%-0.3pp |
| Annual return | 73.81% | 29.62%+44.2pp | 43.75%+30.1pp | 81.02%-7.2pp |
| Employer contribution / active EE | $341 | $1,475-76.9% | $2,101-83.8% | $2,440-86.0% |
| Participant deferral / active EE | $658 | $2,230-70.5% | $2,917-77.5% | $3,608-81.8% |
| Admin fee / account holder | $11 | $3,230-99.7% | $4,308-99.7% | $5,124-99.8% |