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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 | $1,225 | $36,948-96.7% | $73,658-98.3% | $87,485-98.6% |
| Participation rate | 65.5% | 46.8%+18.7pp | 57.0%+8.5pp | 68.9%-3.4pp |
| Annual return | 22.47% | 28.64%-6.2pp | 29.72%-7.2pp | 26.06%-3.6pp |
| Employer contribution / active EE | $256 | $670-61.8% | $1,032-75.2% | $2,596-90.1% |
| Participant deferral / active EE | $256 | $1,379-81.4% | $2,062-87.6% | $4,274-94.0% |
| Admin fee / account holder | $181 | $2,531-92.8% | $3,357-94.6% | $7,775-97.7% |