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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 | $276 | $202,342-99.9% | $172,752-99.8% | $152,897-99.8% |
| Participation rate | 36.8% | 87.1%-50.2pp | 82.6%-45.8pp | 82.5%-45.6pp |
| Annual return | 352.94% | 1029.83%-676.9pp | 802.97%-450.0pp | 345.43%+7.5pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $104 | $5,948-98.3% | $5,198-98.0% | $5,851-98.2% |
| Admin fee / account holder | $1 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |