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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 | $486 | $81,749-99.4% | $58,544-99.2% | $139,456-99.7% |
| Participation rate | 52.2% | 61.3%-9.2pp | 50.9%+1.3pp | 80.3%-28.2pp |
| Annual return | 14.10% | 7425.45%-7411.4pp | 4249.56%-4235.5pp | 373.45%-359.4pp |
| Employer contribution / active EE | $55 | $1,398-96.1% | $1,053-94.8% | $4,753-98.9% |
| Participant deferral / active EE | $83 | $2,555-96.8% | $1,923-95.7% | $6,711-98.8% |
| Admin fee / account holder | $214 | $3,272-93.4% | $2,520-91.5% | $11,407-98.1% |