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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 | $986 | $76,519-98.7% | $56,025-98.2% | $145,897-99.3% |
| Participation rate | 12.5% | 63.2%-50.7pp | 52.5%-40.0pp | 80.3%-67.8pp |
| Annual return | 17.69% | 3017.03%-2999.3pp | 1712.69%-1695.0pp | 552.29%-534.6pp |
| Employer contribution / active EE | $61 | $1,383-95.6% | $1,042-94.1% | $4,663-98.7% |
| Participant deferral / active EE | $162 | $2,624-93.8% | $1,955-91.7% | $6,689-97.6% |
| Admin fee / account holder | $6 | $3,331-99.8% | $2,828-99.8% | $13,390-100.0% |