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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 | $333 | $67,823-99.5% | $52,425-99.4% | $137,256-99.8% |
| Participation rate | 23.8% | 63.9%-40.1pp | 55.6%-31.8pp | 80.0%-56.2pp |
| Annual return | 25.77% | 219.11%-193.3pp | 302.12%-276.4pp | 220.34%-194.6pp |
| Employer contribution / active EE | $79 | $1,163-93.2% | $914-91.3% | $4,156-98.1% |
| Participant deferral / active EE | $108 | $2,288-95.3% | $1,790-94.0% | $6,407-98.3% |
| Admin fee / account holder | $48 | $2,844-98.3% | $2,495-98.1% | $12,270-99.6% |