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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 | $411 | $76,608-99.5% | $56,077-99.3% | $145,877-99.7% |
| Participation rate | 61.1% | 63.2%-2.1pp | 52.5%+8.6pp | 80.3%-19.2pp |
| Annual return | 12.65% | 3009.59%-2996.9pp | 1709.28%-1696.6pp | 551.28%-538.6pp |
| Employer contribution / active EE | $130 | $1,382-90.6% | $1,040-87.5% | $4,663-97.2% |
| Participant deferral / active EE | $132 | $2,624-95.0% | $1,954-93.2% | $6,691-98.0% |
| Admin fee / account holder | $53 | $3,325-98.4% | $2,825-98.1% | $13,402-99.6% |