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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 | $330 | $67,823-99.5% | $52,425-99.4% | $137,256-99.8% |
| Participation rate | 6.3% | 63.9%-57.7pp | 55.6%-49.4pp | 80.0%-73.7pp |
| Annual return | 30.73% | 219.11%-188.4pp | 302.12%-271.4pp | 220.34%-189.6pp |
| Employer contribution / active EE | $126 | $1,163-89.2% | $914-86.3% | $4,156-97.0% |
| Participant deferral / active EE | $71 | $2,288-96.9% | $1,790-96.0% | $6,407-98.9% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |