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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 | $353 | $65,555-99.5% | $86,216-99.6% | $75,173-99.5% |
| Participation rate | 2.5% | 60.5%-58.0pp | 69.0%-66.5pp | 67.2%-64.7pp |
| Annual return | 40.10% | 46.07%-6.0pp | 1169.42%-1129.3pp | 160.72%-120.6pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5 | $3,023-99.8% | $3,986-99.9% | $4,126-99.9% |
| Admin fee / account holder | $1 | $5,469-100.0% | $6,853-100.0% | $5,651-100.0% |