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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 | $201 | $27,924-99.3% | $58,544-99.7% | $75,181-99.7% |
| Participation rate | 18.6% | 38.8%-20.2pp | 50.9%-32.3pp | 67.2%-48.6pp |
| Annual return | 448.15% | 44.20%+403.9pp | 4249.56%-3801.4pp | 160.69%+287.5pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $34 | $1,202-97.2% | $1,923-98.2% | $4,126-99.2% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,520-100.0% | $5,650-100.0% |