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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 | $107 | $51,638-99.8% | $68,368-99.8% | $82,448-99.9% |
| Participation rate | 43.5% | 63.6%-20.1pp | 73.8%-30.3pp | 68.1%-24.6pp |
| Annual return | 440.54% | 37.53%+403.0pp | 292.57%+148.0pp | 41.64%+398.9pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $44 | $2,914-98.5% | $4,123-98.9% | $4,139-98.9% |
| Admin fee / account holder | $4 | $4,643-99.9% | $5,150-99.9% | $7,234-99.9% |