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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 | $338 | $81,763-99.6% | $58,561-99.4% | $139,466-99.8% |
| Participation rate | 63.6% | 61.3%+2.3pp | 50.9%+12.8pp | 80.3%-16.7pp |
| Annual return | 20.04% | 7427.77%-7407.7pp | 4251.33%-4231.3pp | 373.66%-353.6pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $45 | $2,555-98.2% | $1,923-97.7% | $6,712-99.3% |
| Admin fee / account holder | $24 | $3,273-99.3% | $2,520-99.1% | $11,409-99.8% |