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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 | $802 | $81,763-99.0% | $58,561-98.6% | $139,466-99.4% |
| Participation rate | 20.0% | 61.3%-41.3pp | 50.9%-30.9pp | 80.3%-60.3pp |
| Annual return | 32.04% | 7427.77%-7395.7pp | 4251.33%-4219.3pp | 373.66%-341.6pp |
| Employer contribution / active EE | $46 | $1,398-96.7% | $1,053-95.7% | $4,754-99.0% |
| Participant deferral / active EE | $58 | $2,555-97.7% | $1,923-97.0% | $6,712-99.1% |
| Admin fee / account holder | $2 | $3,273-99.9% | $2,520-99.9% | $11,409-100.0% |