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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 | $747 | $67,823-98.9% | $52,425-98.6% | $137,256-99.5% |
| Participation rate | 0.0% | 63.9%-63.9pp | 55.6%-55.6pp | 80.0%-80.0pp |
| Annual return | 19.15% | 219.11%-200.0pp | 302.12%-283.0pp | 220.34%-201.2pp |
| Employer contribution / active EE | $53 | $1,163-95.4% | $914-94.2% | $4,156-98.7% |
| Participant deferral / active EE | $53 | $2,288-97.7% | $1,790-97.0% | $6,407-99.2% |
| Admin fee / account holder | $241 | $2,844-91.5% | $2,495-90.3% | $12,270-98.0% |