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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 | $983 | $58,848-98.3% | $88,179-98.9% | $82,637-98.8% |
| Participation rate | 64.5% | 57.9%+6.6pp | 69.1%-4.6pp | 68.1%-3.5pp |
| Annual return | 24.46% | 22.76%+1.7pp | 64.97%-40.5pp | 53.51%-29.0pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $187 | $3,124-94.0% | $4,614-95.9% | $4,126-95.5% |
| Admin fee / account holder | $89 | $4,795-98.2% | $7,673-98.8% | $7,339-98.8% |