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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 | $928 | $76,634-98.8% | $56,054-98.3% | $145,978-99.4% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.1pp | 80.3%-47.0pp |
| Annual return | 14.55% | 3004.33%-2989.8pp | 1705.95%-1691.4pp | 550.52%-536.0pp |
| Employer contribution / active EE | $178 | $1,380-87.1% | $1,039-82.9% | $4,662-96.2% |
| Participant deferral / active EE | $178 | $2,622-93.2% | $1,952-90.9% | $6,690-97.3% |
| Admin fee / account holder | $30 | $3,321-99.1% | $2,822-99.0% | $13,400-99.8% |