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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 | $2,076 | $36,948-94.4% | $73,658-97.2% | $87,485-97.6% |
| Participation rate | 26.7% | 46.8%-20.2pp | 57.0%-30.4pp | 68.9%-42.3pp |
| Annual return | 24.65% | 28.64%-4.0pp | 29.72%-5.1pp | 26.06%-1.4pp |
| Employer contribution / active EE | $118 | $670-82.4% | $1,032-88.6% | $2,596-95.5% |
| Participant deferral / active EE | $202 | $1,379-85.4% | $2,062-90.2% | $4,274-95.3% |
| Admin fee / account holder | $70 | $2,531-97.2% | $3,357-97.9% | $7,775-99.1% |