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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 | $639 | $36,948-98.3% | $73,658-99.1% | $87,485-99.3% |
| Participation rate | 56.0% | 46.8%+9.2pp | 57.0%-1.0pp | 68.9%-12.9pp |
| Annual return | 23.21% | 28.64%-5.4pp | 29.72%-6.5pp | 26.06%-2.9pp |
| Employer contribution / active EE | $115 | $670-82.9% | $1,032-88.9% | $2,596-95.6% |
| Participant deferral / active EE | $78 | $1,379-94.4% | $2,062-96.2% | $4,274-98.2% |
| Admin fee / account holder | $17 | $2,531-99.3% | $3,357-99.5% | $7,775-99.8% |