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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 | $332 | $108,212-99.7% | $77,513-99.6% | $158,966-99.8% |
| Participation rate | 14.3% | 64.4%-50.1pp | 54.2%-39.9pp | 82.0%-67.7pp |
| Annual return | 64.81% | 31.67%+33.1pp | 54.81%+10.0pp | 302.95%-238.1pp |
| Employer contribution / active EE | $8 | $1,325-99.4% | $987-99.2% | $4,762-99.8% |
| Participant deferral / active EE | $27 | $2,455-98.9% | $1,861-98.5% | $5,983-99.5% |
| Admin fee / account holder | $1 | $3,709-100.0% | $2,859-100.0% | $11,250-100.0% |