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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 | $2,057 | $71,208-97.1% | $93,681-97.8% | $80,911-97.5% |
| Participation rate | 65.7% | 60.4%+5.3pp | 68.7%-3.0pp | 67.6%-1.9pp |
| Annual return | 18.45% | 11.27%+7.2pp | 133.47%-115.0pp | 35.63%-17.2pp |
| Employer contribution / active EE | $568 | $1,564-63.7% | $2,422-76.5% | $2,756-79.4% |
| Participant deferral / active EE | $727 | $4,035-82.0% | $4,415-83.5% | $4,297-83.1% |
| Admin fee / account holder | $31 | $6,951-99.6% | $8,290-99.6% | $6,935-99.6% |