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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 | $1,419 | $48,050-97.0% | $96,754-98.5% | $64,340-97.8% |
| Participation rate | 55.4% | 40.6%+14.9pp | 70.3%-14.8pp | 55.2%+0.2pp |
| Annual return | 22.93% | 23.41%-0.5pp | 82.04%-59.1pp | 24.14%-1.2pp |
| Employer contribution / active EE | $192 | $1,204-84.0% | $2,679-92.8% | $1,862-89.7% |
| Participant deferral / active EE | $237 | $2,191-89.2% | $4,758-95.0% | $2,980-92.1% |
| Admin fee / account holder | $91 | $3,741-97.6% | $8,905-99.0% | $3,703-97.5% |