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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 | $596 | $76,634-99.2% | $56,054-98.9% | $145,978-99.6% |
| Participation rate | 60.0% | 63.2%-3.2pp | 52.5%+7.5pp | 80.3%-20.3pp |
| Annual return | 18.58% | 3004.33%-2985.8pp | 1705.95%-1687.4pp | 550.52%-531.9pp |
| Employer contribution / active EE | $132 | $1,380-90.5% | $1,039-87.3% | $4,662-97.2% |
| Participant deferral / active EE | $132 | $2,622-95.0% | $1,952-93.3% | $6,690-98.0% |
| Admin fee / account holder | $9 | $3,321-99.7% | $2,822-99.7% | $13,400-99.9% |