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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 | $79 | $72,446-99.9% | $67,561-99.9% | $145,877-99.9% |
| Participation rate | 13.0% | 76.9%-63.8pp | 72.9%-59.9pp | 80.3%-67.3pp |
| Annual return | 13.33% | 7211.98%-7198.7pp | 3525.44%-3512.1pp | 551.28%-538.0pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4 | $4,785-99.9% | $4,003-99.9% | $6,691-99.9% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,006-100.0% | $13,402-100.0% |