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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 | $1,469 | $108,212-98.6% | $77,513-98.1% | $158,966-99.1% |
| Participation rate | 0.0% | 64.4%-64.4pp | 54.2%-54.2pp | 82.0%-82.0pp |
| Annual return | 50.20% | 31.67%+18.5pp | 54.81%-4.6pp | 302.95%-252.8pp |
| Employer contribution / active EE | $21 | $1,325-98.4% | $987-97.9% | $4,762-99.6% |
| Participant deferral / active EE | $41 | $2,455-98.3% | $1,861-97.8% | $5,983-99.3% |
| Admin fee / account holder | $8 | $3,709-99.8% | $2,859-99.7% | $11,250-99.9% |