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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 | $76,368-99.1% | $67,681-98.9% | $154,746-99.5% |
| Participation rate | 66.7% | 79.0%-12.3pp | 73.7%-7.1pp | 80.7%-14.0pp |
| Annual return | 709.09% | 1066.77%-357.7pp | 590.58%+118.5pp | 172.34%+536.8pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $522 | $4,824-89.2% | $3,976-86.9% | $6,730-92.2% |
| Admin fee / account holder | $13 | $8,559-99.9% | $6,100-99.8% | $14,365-99.9% |