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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 | $723 | $99,011-99.3% | $86,582-99.2% | $147,586-99.5% |
| Participation rate | 46.2% | 76.3%-30.2pp | 73.5%-27.4pp | 82.8%-36.7pp |
| Annual return | 72.13% | 1312.75%-1240.6pp | 965.08%-893.0pp | 578.59%-506.5pp |
| Employer contribution / active EE | $136 | $3,132-95.7% | $2,839-95.2% | $4,876-97.2% |
| Participant deferral / active EE | $136 | $3,972-96.6% | $3,609-96.2% | $5,439-97.5% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |