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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 | $49,897-99.6% | $80,648-99.7% | $75,177-99.7% |
| Participation rate | 23.5% | 55.3%-31.8pp | 67.0%-43.5pp | 67.2%-43.7pp |
| Annual return | 295.83% | 34.68%+261.2pp | 937.21%-641.4pp | 160.75%+135.1pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $46 | $2,992-98.5% | $4,443-99.0% | $4,126-98.9% |
| Admin fee / account holder | $7 | $3,579-99.8% | $5,382-99.9% | $5,651-99.9% |