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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 | $644 | $149,040-99.6% | $120,225-99.5% | $137,256-99.5% |
| Participation rate | 47.6% | 75.4%-27.8pp | 69.6%-22.0pp | 80.0%-32.3pp |
| Annual return | 22.60% | 605.68%-583.1pp | 439.23%-416.6pp | 220.34%-197.7pp |
| Employer contribution / active EE | $38 | $4,350-99.1% | $3,475-98.9% | $4,156-99.1% |
| Participant deferral / active EE | $143 | $4,655-96.9% | $3,999-96.4% | $6,407-97.8% |
| Admin fee / account holder | $28 | $6,348-99.6% | $5,696-99.5% | $12,270-99.8% |