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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 | $724 | $76,608-99.1% | $56,077-98.7% | $145,877-99.5% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 14.07% | 3009.59%-2995.5pp | 1709.28%-1695.2pp | 551.28%-537.2pp |
| Employer contribution / active EE | $70 | $1,382-95.0% | $1,040-93.3% | $4,663-98.5% |
| Participant deferral / active EE | $70 | $2,624-97.4% | $1,954-96.4% | $6,691-99.0% |
| Admin fee / account holder | $6 | $3,325-99.8% | $2,825-99.8% | $13,402-100.0% |