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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 | $76,785-99.7% | $56,441-99.6% | $145,959-99.9% |
| Participation rate | 6.3% | 63.2%-57.0pp | 52.5%-46.2pp | 80.3%-74.0pp |
| Annual return | 10.10% | 3000.51%-2990.4pp | 1704.21%-1694.1pp | 561.95%-551.8pp |
| Employer contribution / active EE | $0 | $1,381-100.0% | $1,039-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $5 | $2,624-99.8% | $1,953-99.7% | $6,689-99.9% |
| Admin fee / account holder | $54 | $3,334-98.4% | $2,829-98.1% | $13,398-99.6% |