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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 | $2,639 | $37,436-93.0% | $77,513-96.6% | $79,858-96.7% |
| Participation rate | 61.5% | 41.5%+20.0pp | 54.2%+7.4pp | 69.6%-8.1pp |
| Annual return | 16.71% | 39.75%-23.0pp | 54.81%-38.1pp | 31.72%-15.0pp |
| Employer contribution / active EE | $460 | $637-27.8% | $987-53.4% | $2,471-81.4% |
| Participant deferral / active EE | $155 | $1,261-87.7% | $1,861-91.7% | $3,740-95.9% |
| Admin fee / account holder | $15 | $2,505-99.4% | $2,859-99.5% | $5,306-99.7% |