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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 | $730 | $149,040-99.5% | $120,225-99.4% | $137,256-99.5% |
| Participation rate | 66.7% | 75.4%-8.8pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 58.61% | 605.68%-547.1pp | 439.23%-380.6pp | 220.34%-161.7pp |
| Employer contribution / active EE | $166 | $4,350-96.2% | $3,475-95.2% | $4,156-96.0% |
| Participant deferral / active EE | $180 | $4,655-96.1% | $3,999-95.5% | $6,407-97.2% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |