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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 | $1,057 | $36,948-97.1% | $73,658-98.6% | $87,485-98.8% |
| Participation rate | 50.0% | 46.8%+3.2pp | 57.0%-7.0pp | 68.9%-18.9pp |
| Annual return | 33.74% | 28.64%+5.1pp | 29.72%+4.0pp | 26.06%+7.7pp |
| Employer contribution / active EE | $177 | $670-73.5% | $1,032-82.8% | $2,596-93.2% |
| Participant deferral / active EE | $162 | $1,379-88.2% | $2,062-92.1% | $4,274-96.2% |
| Admin fee / account holder | $0 | $2,531-100.0% | $3,357-100.0% | $7,775-100.0% |