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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 | $285 | $67,823-99.6% | $52,425-99.5% | $137,256-99.8% |
| Participation rate | 12.5% | 63.9%-51.4pp | 55.6%-43.1pp | 80.0%-67.5pp |
| Annual return | 27.87% | 219.11%-191.2pp | 302.12%-274.2pp | 220.34%-192.5pp |
| Employer contribution / active EE | $80 | $1,163-93.1% | $914-91.2% | $4,156-98.1% |
| Participant deferral / active EE | $40 | $2,288-98.2% | $1,790-97.7% | $6,407-99.4% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |