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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 | $969 | $65,027-98.5% | $90,970-98.9% | $79,852-98.8% |
| Participation rate | 10.7% | 61.6%-50.9pp | 69.0%-58.3pp | 69.6%-58.9pp |
| Annual return | 1977.14% | 30.45%+1946.7pp | 134.58%+1842.6pp | 31.72%+1945.4pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $78 | $2,512-96.9% | $3,373-97.7% | $3,740-97.9% |
| Admin fee / account holder | $3 | $4,535-99.9% | $5,960-100.0% | $5,306-99.9% |