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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $925 | $36,948-97.5% | $73,658-98.7% | $87,485-98.9% |
| Participation rate | 67.6% | 46.8%+20.8pp | 57.0%+10.6pp | 68.9%-1.3pp |
| Annual return | 19.62% | 28.64%-9.0pp | 29.72%-10.1pp | 26.06%-6.4pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $367 | $1,379-73.4% | $2,062-82.2% | $4,274-91.4% |
| Admin fee / account holder | $36 | $2,531-98.6% | $3,357-98.9% | $7,775-99.5% |