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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 | $1,282 | $36,948-96.5% | $73,658-98.3% | $87,485-98.5% |
| Participation rate | 65.4% | 46.8%+18.6pp | 57.0%+8.3pp | 68.9%-3.5pp |
| Annual return | 17.76% | 28.64%-10.9pp | 29.72%-12.0pp | 26.06%-8.3pp |
| Employer contribution / active EE | $160 | $670-76.1% | $1,032-84.5% | $2,596-93.8% |
| Participant deferral / active EE | $163 | $1,379-88.2% | $2,062-92.1% | $4,274-96.2% |
| Admin fee / account holder | $36 | $2,531-98.6% | $3,357-98.9% | $7,775-99.5% |