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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 | $298 | $167,030-99.8% | $135,768-99.8% | $155,188-99.8% |
| Participation rate | 63.2% | 76.2%-13.0pp | 71.1%-7.9pp | 80.8%-17.6pp |
| Annual return | 14.45% | 678.39%-663.9pp | 526.10%-511.6pp | 148.84%-134.4pp |
| Employer contribution / active EE | $1 | $4,132-100.0% | $3,394-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $80 | $4,528-98.2% | $3,977-98.0% | $6,531-98.8% |
| Admin fee / account holder | $10 | $8,172-99.9% | $7,048-99.9% | $14,480-99.9% |