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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 | $418 | $67,823-99.4% | $52,425-99.2% | $137,256-99.7% |
| Participation rate | 33.3% | 63.9%-30.6pp | 55.6%-22.3pp | 80.0%-46.6pp |
| Annual return | 26.39% | 219.11%-192.7pp | 302.12%-275.7pp | 220.34%-193.9pp |
| Employer contribution / active EE | $141 | $1,163-87.9% | $914-84.6% | $4,156-96.6% |
| Participant deferral / active EE | $64 | $2,288-97.2% | $1,790-96.4% | $6,407-99.0% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |