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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 | $698 | $127,296-99.5% | $109,907-99.4% | $167,536-99.6% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.2%-17.1pp | 82.1%-25.0pp |
| Annual return | 177.11% | 22.97%+154.1pp | 29.46%+147.7pp | 478.82%-301.7pp |
| Employer contribution / active EE | $243 | $3,325-92.7% | $2,844-91.4% | $4,839-95.0% |
| Participant deferral / active EE | $365 | $4,513-91.9% | $4,047-91.0% | $6,342-94.2% |
| Admin fee / account holder | $3 | $7,119-100.0% | $6,069-100.0% | $12,315-100.0% |