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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 | $810 | $76,785-98.9% | $56,441-98.6% | $145,959-99.4% |
| Participation rate | 38.5% | 63.2%-24.8pp | 52.5%-14.0pp | 80.3%-41.8pp |
| Annual return | 8.80% | 3000.51%-2991.7pp | 1704.21%-1695.4pp | 561.95%-553.1pp |
| Employer contribution / active EE | $96 | $1,381-93.1% | $1,039-90.8% | $4,661-98.0% |
| Participant deferral / active EE | $174 | $2,624-93.4% | $1,953-91.1% | $6,689-97.4% |
| Admin fee / account holder | $57 | $3,334-98.3% | $2,829-98.0% | $13,398-99.6% |