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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 | $938 | $57,330-98.4% | $86,656-98.9% | $75,177-98.8% |
| Participation rate | 3.7% | 63.2%-59.5pp | 71.7%-68.0pp | 67.2%-63.5pp |
| Annual return | 85.71% | 2675.40%-2589.7pp | 593.09%-507.4pp | 160.75%-75.0pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $26 | $3,320-99.2% | $4,439-99.4% | $4,126-99.4% |
| Admin fee / account holder | $3 | $4,115-99.9% | $5,619-99.9% | $5,651-99.9% |