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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 | $595 | $64,480-99.1% | - | $139,466-99.6% |
| Participation rate | 55.6% | 66.6%-11.0pp | - | 80.3%-24.8pp |
| Annual return | 79.86% | 4.96%+74.9pp | - | 373.66%-293.8pp |
| Employer contribution / active EE | $125 | $6,857-98.2% | - | $4,754-97.4% |
| Participant deferral / active EE | $188 | $2,915-93.6% | - | $6,712-97.2% |
| Admin fee / account holder | $2 | $3,931-99.9% | - | $11,409-100.0% |