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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 | $698 | $27,924-97.5% | $58,544-98.8% | $75,181-99.1% |
| Participation rate | 9.0% | 38.8%-29.9pp | 50.9%-41.9pp | 67.2%-58.2pp |
| Annual return | 61.76% | 44.20%+17.6pp | 4249.56%-4187.8pp | 160.69%-98.9pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $47 | $1,202-96.1% | $1,923-97.5% | $4,126-98.9% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,520-100.0% | $5,650-100.0% |