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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 | $979 | $96,361-99.0% | $80,607-98.8% | $139,456-99.3% |
| Participation rate | 58.3% | 73.6%-15.3pp | 67.0%-8.7pp | 80.3%-22.0pp |
| Annual return | 103.74% | 1350.95%-1247.2pp | 936.11%-832.4pp | 373.45%-269.7pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,724-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $492 | $5,232-90.6% | $4,448-88.9% | $6,711-92.7% |
| Admin fee / account holder | $21 | $6,601-99.7% | $5,379-99.6% | $11,407-99.8% |