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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 | $2,900 | $65,027-95.5% | $90,970-96.8% | $79,852-96.4% |
| Participation rate | 69.2% | 61.6%+7.6pp | 69.0%+0.2pp | 69.6%-0.4pp |
| Annual return | 38.05% | 30.45%+7.6pp | 134.58%-96.5pp | 31.72%+6.3pp |
| Employer contribution / active EE | $404 | $1,247-67.6% | $2,122-81.0% | $2,471-83.7% |
| Participant deferral / active EE | $1,044 | $2,512-58.5% | $3,373-69.1% | $3,740-72.1% |
| Admin fee / account holder | $10 | $4,535-99.8% | $5,960-99.8% | $5,306-99.8% |