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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 | $208 | $76,608-99.7% | $56,077-99.6% | $145,877-99.9% |
| Participation rate | 52.6% | 63.2%-10.6pp | 52.5%+0.1pp | 80.3%-27.7pp |
| Annual return | 10.72% | 3009.59%-2998.9pp | 1709.28%-1698.6pp | 551.28%-540.6pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $90 | $2,624-96.6% | $1,954-95.4% | $6,691-98.7% |
| Admin fee / account holder | $12 | $3,325-99.6% | $2,825-99.6% | $13,402-99.9% |