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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 | $555 | $67,823-99.2% | $52,425-98.9% | $137,256-99.6% |
| Participation rate | 58.3% | 63.9%-5.6pp | 55.6%+2.7pp | 80.0%-21.6pp |
| Annual return | 22.05% | 219.11%-197.1pp | 302.12%-280.1pp | 220.34%-198.3pp |
| Employer contribution / active EE | $118 | $1,163-89.9% | $914-87.1% | $4,156-97.2% |
| Participant deferral / active EE | $118 | $2,288-94.9% | $1,790-93.4% | $6,407-98.2% |
| Admin fee / account holder | $7 | $2,844-99.8% | $2,495-99.7% | $12,270-99.9% |