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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 | $1,514 | $36,948-95.9% | $73,658-97.9% | $87,485-98.3% |
| Participation rate | 53.3% | 46.8%+6.5pp | 57.0%-3.7pp | 68.9%-15.6pp |
| Annual return | 25.49% | 28.64%-3.1pp | 29.72%-4.2pp | 26.06%-0.6pp |
| Employer contribution / active EE | $176 | $670-73.8% | $1,032-83.0% | $2,596-93.2% |
| Participant deferral / active EE | $211 | $1,379-84.7% | $2,062-89.8% | $4,274-95.1% |
| Admin fee / account holder | $3 | $2,531-99.9% | $3,357-99.9% | $7,775-100.0% |