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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 | $643 | $76,519-99.2% | $56,025-98.9% | $145,897-99.6% |
| Participation rate | 55.0% | 63.2%-8.2pp | 52.5%+2.5pp | 80.3%-25.3pp |
| Annual return | 11.13% | 3017.03%-3005.9pp | 1712.69%-1701.6pp | 552.29%-541.2pp |
| Employer contribution / active EE | $76 | $1,383-94.5% | $1,042-92.7% | $4,663-98.4% |
| Participant deferral / active EE | $76 | $2,624-97.1% | $1,955-96.1% | $6,689-98.9% |
| Admin fee / account holder | $12 | $3,331-99.6% | $2,828-99.6% | $13,390-99.9% |