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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 | $943 | $76,522-98.8% | $56,033-98.3% | $145,884-99.4% |
| Participation rate | 30.0% | 63.2%-33.2pp | 52.5%-22.5pp | 80.3%-50.3pp |
| Annual return | 17.85% | 3014.28%-2996.4pp | 1711.38%-1693.5pp | 551.85%-534.0pp |
| Employer contribution / active EE | $28 | $1,382-97.9% | $1,041-97.3% | $4,662-99.4% |
| Participant deferral / active EE | $33 | $2,624-98.8% | $1,954-98.3% | $6,690-99.5% |
| Admin fee / account holder | $0 | $3,328-100.0% | $2,827-100.0% | $13,392-100.0% |