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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 | $198 | $76,608-99.7% | $56,077-99.6% | $145,877-99.9% |
| Participation rate | 6.3% | 63.2%-57.0pp | 52.5%-46.2pp | 80.3%-74.1pp |
| Annual return | 10.10% | 3009.59%-2999.5pp | 1709.28%-1699.2pp | 551.28%-541.2pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5 | $2,624-99.8% | $1,954-99.7% | $6,691-99.9% |
| Admin fee / account holder | $54 | $3,325-98.4% | $2,825-98.1% | $13,402-99.6% |