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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 | $981 | $99,009-99.0% | $86,581-98.9% | $147,585-99.3% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 16.74% | 1312.70%-1296.0pp | 965.06%-948.3pp | 578.58%-561.8pp |
| Employer contribution / active EE | $28 | $3,132-99.1% | $2,840-99.0% | $4,876-99.4% |
| Participant deferral / active EE | $110 | $3,972-97.2% | $3,609-96.9% | $5,439-98.0% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |