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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 | $717 | $41,150-98.3% | $80,627-99.1% | $71,511-99.0% |
| Participation rate | 3.5% | 50.3%-46.8pp | 67.0%-63.5pp | 67.9%-64.5pp |
| Annual return | 153.57% | 38.48%+115.1pp | 936.76%-783.2pp | 28.86%+124.7pp |
| Employer contribution / active EE | $0 | $1,515-100.0% | $2,723-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $21 | $2,701-99.2% | $4,443-99.5% | $4,291-99.5% |
| Admin fee / account holder | $0 | $1,841-100.0% | $5,381-100.0% | $1,588-100.0% |