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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 | $681 | $67,823-99.0% | $52,425-98.7% | $137,256-99.5% |
| Participation rate | 57.1% | 63.9%-6.8pp | 55.6%+1.5pp | 80.0%-22.8pp |
| Annual return | 28.28% | 219.11%-190.8pp | 302.12%-273.8pp | 220.34%-192.1pp |
| Employer contribution / active EE | $173 | $1,163-85.1% | $914-81.1% | $4,156-95.8% |
| Participant deferral / active EE | $151 | $2,288-93.4% | $1,790-91.6% | $6,407-97.7% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |