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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 | $433 | $156,970-99.7% | $121,210-99.6% | $139,487-99.7% |
| Participation rate | 38.1% | 76.5%-38.4pp | 69.5%-31.5pp | 80.3%-42.2pp |
| Annual return | 49.02% | 1477.10%-1428.1pp | 987.41%-938.4pp | 373.84%-324.8pp |
| Employer contribution / active EE | $0 | $5,546-100.0% | $4,171-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $124 | $4,849-97.4% | $4,084-97.0% | $6,713-98.1% |
| Admin fee / account holder | $0 | $6,947-100.0% | $5,647-100.0% | $11,407-100.0% |