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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 | $166 | $67,823-99.8% | $52,425-99.7% | $137,256-99.9% |
| Participation rate | 11.8% | 63.9%-52.1pp | 55.6%-43.9pp | 80.0%-68.2pp |
| Annual return | 25.50% | 219.11%-193.6pp | 302.12%-276.6pp | 220.34%-194.8pp |
| Employer contribution / active EE | $47 | $1,163-96.0% | $914-94.9% | $4,156-98.9% |
| Participant deferral / active EE | $79 | $2,288-96.6% | $1,790-95.6% | $6,407-98.8% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |