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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 | $245 | $67,823-99.6% | $52,425-99.5% | $137,256-99.8% |
| Participation rate | 22.2% | 63.9%-41.7pp | 55.6%-33.4pp | 80.0%-57.7pp |
| Annual return | 23.10% | 219.11%-196.0pp | 302.12%-279.0pp | 220.34%-197.2pp |
| Employer contribution / active EE | $112 | $1,163-90.4% | $914-87.7% | $4,156-97.3% |
| Participant deferral / active EE | $64 | $2,288-97.2% | $1,790-96.4% | $6,407-99.0% |
| Admin fee / account holder | $39 | $2,844-98.6% | $2,495-98.4% | $12,270-99.7% |