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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 | $69,118-99.0% | $53,647-98.7% | $138,895-99.5% |
| Participation rate | 57.1% | 64.0%-6.8pp | 56.3%+0.9pp | 79.9%-22.8pp |
| Annual return | 28.28% | 248.26%-220.0pp | 358.33%-330.1pp | 145.39%-117.1pp |
| Employer contribution / active EE | $173 | $1,189-85.5% | $962-82.0% | $4,194-95.9% |
| Participant deferral / active EE | $151 | $2,274-93.4% | $1,813-91.7% | $6,396-97.6% |
| Admin fee / account holder | $0 | $2,724-100.0% | $2,460-100.0% | $12,562-100.0% |