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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 | $539 | $81,763-99.3% | $58,561-99.1% | $139,466-99.6% |
| Participation rate | 43.8% | 61.3%-17.6pp | 50.9%-7.1pp | 80.3%-36.6pp |
| Annual return | 31.25% | 7427.77%-7396.5pp | 4251.33%-4220.1pp | 373.66%-342.4pp |
| Employer contribution / active EE | $100 | $1,398-92.9% | $1,053-90.5% | $4,754-97.9% |
| Participant deferral / active EE | $100 | $2,555-96.1% | $1,923-94.8% | $6,712-98.5% |
| Admin fee / account holder | $4 | $3,273-99.9% | $2,520-99.8% | $11,409-100.0% |