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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 | $390 | $162,529-99.8% | $130,788-99.7% | $154,746-99.7% |
| Participation rate | 42.9% | 75.9%-33.0pp | 70.1%-27.2pp | 80.7%-37.8pp |
| Annual return | 13.90% | 510.48%-496.6pp | 386.44%-372.5pp | 172.34%-158.4pp |
| Employer contribution / active EE | $106 | $4,447-97.6% | $3,558-97.0% | $4,379-97.6% |
| Participant deferral / active EE | $109 | $4,808-97.7% | $4,137-97.4% | $6,730-98.4% |
| Admin fee / account holder | $25 | $7,669-99.7% | $6,673-99.6% | $14,365-99.8% |