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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 | $289 | $57,285-99.5% | $86,605-99.7% | $75,173-99.6% |
| Participation rate | 55.9% | 63.2%-7.3pp | 71.7%-15.8pp | 67.2%-11.3pp |
| Annual return | 50.47% | 2671.04%-2620.6pp | 591.39%-540.9pp | 160.65%-110.2pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $175 | $3,318-94.7% | $4,438-96.1% | $4,126-95.8% |
| Admin fee / account holder | $28 | $4,112-99.3% | $5,611-99.5% | $5,651-99.5% |