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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 | $917 | $36,948-97.5% | $73,658-98.8% | $87,485-99.0% |
| Participation rate | 58.6% | 46.8%+11.8pp | 57.0%+1.6pp | 68.9%-10.3pp |
| Annual return | 30.09% | 28.64%+1.5pp | 29.72%+0.4pp | 26.06%+4.0pp |
| Employer contribution / active EE | $140 | $670-79.1% | $1,032-86.4% | $2,596-94.6% |
| Participant deferral / active EE | $212 | $1,379-84.7% | $2,062-89.7% | $4,274-95.0% |
| Admin fee / account holder | $0 | $2,531-100.0% | $3,357-100.0% | $7,775-100.0% |