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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 | $559 | $27,936-98.0% | $58,561-99.0% | $75,173-99.3% |
| Participation rate | 60.0% | 38.8%+21.2pp | 50.9%+9.1pp | 67.2%-7.2pp |
| Annual return | 55.72% | 44.21%+11.5pp | 4251.33%-4195.6pp | 160.72%-105.0pp |
| Employer contribution / active EE | $142 | $670-78.8% | $1,053-86.5% | $2,671-94.7% |
| Participant deferral / active EE | $142 | $1,202-88.2% | $1,923-92.6% | $4,126-96.6% |
| Admin fee / account holder | $0 | $1,727-100.0% | $2,520-100.0% | $5,651-100.0% |