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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 | $896 | $68,097-98.7% | $62,929-98.6% | $137,256-99.3% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.0%-30.0pp |
| Annual return | 71.77% | 1859.11%-1787.3pp | 1063.93%-992.2pp | 220.34%-148.6pp |
| Employer contribution / active EE | $731 | $2,811-74.0% | $2,505-70.8% | $4,156-82.4% |
| Participant deferral / active EE | $570 | $4,553-87.5% | $3,888-85.3% | $6,407-91.1% |
| Admin fee / account holder | $9 | $6,521-99.9% | $5,065-99.8% | $12,270-99.9% |