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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 | $866 | $76,519-98.9% | $56,025-98.5% | $145,897-99.4% |
| Participation rate | 41.7% | 63.2%-21.6pp | 52.5%-10.8pp | 80.3%-38.6pp |
| Annual return | 7.34% | 3017.03%-3009.7pp | 1712.69%-1705.3pp | 552.29%-545.0pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $172 | $2,624-93.5% | $1,955-91.2% | $6,689-97.4% |
| Admin fee / account holder | $226 | $3,331-93.2% | $2,828-92.0% | $13,390-98.3% |