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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 | $621 | $36,948-98.3% | $73,658-99.2% | $87,485-99.3% |
| Participation rate | 40.5% | 46.8%-6.3pp | 57.0%-16.5pp | 68.9%-28.4pp |
| Annual return | 26.60% | 28.64%-2.0pp | 29.72%-3.1pp | 26.06%+0.5pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $254 | $1,379-81.6% | $2,062-87.7% | $4,274-94.1% |
| Admin fee / account holder | $254 | $2,531-90.0% | $3,357-92.4% | $7,775-96.7% |