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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 | $485 | $67,823-99.3% | $52,425-99.1% | $137,256-99.6% |
| Participation rate | 4.5% | 63.9%-59.4pp | 55.6%-51.1pp | 80.0%-75.4pp |
| Annual return | 24.88% | 219.11%-194.2pp | 302.12%-277.2pp | 220.34%-195.5pp |
| Employer contribution / active EE | $4 | $1,163-99.6% | $914-99.5% | $4,156-99.9% |
| Participant deferral / active EE | $4 | $2,288-99.8% | $1,790-99.8% | $6,407-99.9% |
| Admin fee / account holder | $2 | $2,844-99.9% | $2,495-99.9% | $12,270-100.0% |