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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 | $690 | $99,011-99.3% | $86,582-99.2% | $147,586-99.5% |
| Participation rate | 10.0% | 76.3%-66.3pp | 73.5%-63.5pp | 82.8%-72.8pp |
| Annual return | 41.95% | 1312.75%-1270.8pp | 965.08%-923.1pp | 578.59%-536.6pp |
| Employer contribution / active EE | $23 | $3,132-99.3% | $2,839-99.2% | $4,876-99.5% |
| Participant deferral / active EE | $81 | $3,972-98.0% | $3,609-97.8% | $5,439-98.5% |
| Admin fee / account holder | $2 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |