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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 | $860 | $76,522-98.9% | $56,033-98.5% | $145,884-99.4% |
| Participation rate | 37.5% | 63.2%-25.7pp | 52.5%-15.0pp | 80.3%-42.8pp |
| Annual return | 12.86% | 3014.28%-3001.4pp | 1711.38%-1698.5pp | 551.85%-539.0pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $178 | $2,624-93.2% | $1,954-90.9% | $6,690-97.3% |
| Admin fee / account holder | $3 | $3,328-99.9% | $2,827-99.9% | $13,392-100.0% |