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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 | $77 | $149,040-99.9% | $120,225-99.9% | $137,256-99.9% |
| Participation rate | 33.3% | 75.4%-42.1pp | 69.6%-36.2pp | 80.0%-46.6pp |
| Annual return | 19.24% | 605.68%-586.4pp | 439.23%-420.0pp | 220.34%-201.1pp |
| Employer contribution / active EE | $4 | $4,350-99.9% | $3,475-99.9% | $4,156-99.9% |
| Participant deferral / active EE | $68 | $4,655-98.5% | $3,999-98.3% | $6,407-98.9% |
| Admin fee / account holder | $246 | $6,348-96.1% | $5,696-95.7% | $12,270-98.0% |