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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 | $1,606 | $36,140-95.6% | $73,658-97.8% | $64,340-97.5% |
| Participation rate | 53.9% | 31.0%+22.9pp | 57.0%-3.1pp | 55.2%-1.3pp |
| Annual return | 16.99% | 21.48%-4.5pp | 29.72%-12.7pp | 24.14%-7.2pp |
| Employer contribution / active EE | $0 | $443-100.0% | $1,032-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $150 | $1,023-85.3% | $2,062-92.7% | $2,980-95.0% |
| Admin fee / account holder | $82 | $2,513-96.7% | $3,357-97.6% | $3,703-97.8% |