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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 | $509 | $60,128-99.2% | $90,440-99.4% | $79,852-99.4% |
| Participation rate | 13.3% | 65.0%-51.7pp | 72.7%-59.4pp | 69.6%-56.3pp |
| Annual return | 80.15% | 71.95%+8.2pp | 1294.38%-1214.2pp | 31.72%+48.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $74 | $2,939-97.5% | $3,964-98.1% | $3,740-98.0% |
| Admin fee / account holder | $1 | $3,977-100.0% | $5,615-100.0% | $5,306-100.0% |