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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 | $69,118-99.7% | $53,647-99.6% | $138,895-99.8% |
| Participation rate | 15.8% | 64.0%-48.2pp | 56.3%-40.5pp | 79.9%-64.1pp |
| Annual return | 25.26% | 248.26%-223.0pp | 358.33%-333.1pp | 145.39%-120.1pp |
| Employer contribution / active EE | $45 | $1,189-96.2% | $962-95.3% | $4,194-98.9% |
| Participant deferral / active EE | $37 | $2,274-98.4% | $1,813-97.9% | $6,396-99.4% |
| Admin fee / account holder | $0 | $2,724-100.0% | $2,460-100.0% | $12,562-100.0% |