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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 | $336 | $149,040-99.8% | $120,225-99.7% | $137,256-99.8% |
| Participation rate | 47.1% | 75.4%-28.4pp | 69.6%-22.5pp | 80.0%-32.9pp |
| Annual return | 37.86% | 605.68%-567.8pp | 439.23%-401.4pp | 220.34%-182.5pp |
| Employer contribution / active EE | $41 | $4,350-99.1% | $3,475-98.8% | $4,156-99.0% |
| Participant deferral / active EE | $57 | $4,655-98.8% | $3,999-98.6% | $6,407-99.1% |
| Admin fee / account holder | $33 | $6,348-99.5% | $5,696-99.4% | $12,270-99.7% |