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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 | $533 | $81,763-99.3% | $58,561-99.1% | $139,466-99.6% |
| Participation rate | 50.0% | 61.3%-11.3pp | 50.9%-0.9pp | 80.3%-30.3pp |
| Annual return | 31.67% | 7427.77%-7396.1pp | 4251.33%-4219.7pp | 373.66%-342.0pp |
| Employer contribution / active EE | $86 | $1,398-93.8% | $1,053-91.8% | $4,754-98.2% |
| Participant deferral / active EE | $120 | $2,555-95.3% | $1,923-93.8% | $6,712-98.2% |
| Admin fee / account holder | $52 | $3,273-98.4% | $2,520-97.9% | $11,409-99.5% |