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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 | $7,765 | $56,134-86.2% | $96,171-91.9% | $85,847-91.0% |
| Participation rate | 69.7% | 56.7%+13.0pp | 68.4%+1.3pp | 69.3%+0.4pp |
| Annual return | 12.72% | 42.30%-29.6pp | 192.04%-179.3pp | 318.61%-305.9pp |
| Employer contribution / active EE | $535 | $1,620-67.0% | $2,799-80.9% | $2,565-79.1% |
| Participant deferral / active EE | $621 | $2,858-78.3% | $4,350-85.7% | $3,952-84.3% |
| Admin fee / account holder | $39 | $3,769-99.0% | $5,538-99.3% | $6,261-99.4% |