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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 | $218 | $67,823-99.7% | $52,425-99.6% | $137,256-99.8% |
| Participation rate | 15.8% | 63.9%-48.1pp | 55.6%-39.8pp | 80.0%-64.2pp |
| Annual return | 25.26% | 219.11%-193.8pp | 302.12%-276.9pp | 220.34%-195.1pp |
| Employer contribution / active EE | $45 | $1,163-96.1% | $914-95.1% | $4,156-98.9% |
| Participant deferral / active EE | $37 | $2,288-98.4% | $1,790-97.9% | $6,407-99.4% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |