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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 | $570 | $69,118-99.2% | $53,647-98.9% | $138,895-99.6% |
| Participation rate | 33.3% | 64.0%-30.6pp | 56.3%-22.9pp | 79.9%-46.6pp |
| Annual return | 32.24% | 248.26%-216.0pp | 358.33%-326.1pp | 145.39%-113.2pp |
| Employer contribution / active EE | $180 | $1,189-84.9% | $962-81.3% | $4,194-95.7% |
| Participant deferral / active EE | $130 | $2,274-94.3% | $1,813-92.8% | $6,396-98.0% |
| Admin fee / account holder | $20 | $2,724-99.3% | $2,460-99.2% | $12,562-99.8% |