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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 | $300 | $69,118-99.6% | $53,647-99.4% | $138,895-99.8% |
| Participation rate | 20.0% | 64.0%-44.0pp | 56.3%-36.3pp | 79.9%-59.9pp |
| Annual return | 23.71% | 248.26%-224.6pp | 358.33%-334.6pp | 145.39%-121.7pp |
| Employer contribution / active EE | $79 | $1,189-93.4% | $962-91.8% | $4,194-98.1% |
| Participant deferral / active EE | $105 | $2,274-95.4% | $1,813-94.2% | $6,396-98.4% |
| Admin fee / account holder | $0 | $2,724-100.0% | $2,460-100.0% | $12,562-100.0% |