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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 | $68,097-98.9% | $62,929-98.8% | $137,256-99.5% |
| Participation rate | 66.7% | 77.4%-10.8pp | 73.1%-6.4pp | 80.0%-13.3pp |
| Annual return | 709.09% | 1859.11%-1150.0pp | 1063.93%-354.8pp | 220.34%+488.8pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $522 | $4,553-88.5% | $3,888-86.6% | $6,407-91.8% |
| Admin fee / account holder | $13 | $6,521-99.8% | $5,065-99.7% | $12,270-99.9% |