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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 | $503 | $67,823-99.3% | $52,425-99.0% | $137,256-99.6% |
| Participation rate | 60.0% | 63.9%-3.9pp | 55.6%+4.4pp | 80.0%-20.0pp |
| Annual return | 30.66% | 219.11%-188.4pp | 302.12%-271.5pp | 220.34%-189.7pp |
| Employer contribution / active EE | $55 | $1,163-95.3% | $914-94.0% | $4,156-98.7% |
| Participant deferral / active EE | $58 | $2,288-97.5% | $1,790-96.8% | $6,407-99.1% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |