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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 | $499 | $27,943-98.2% | $58,507-99.1% | $75,177-99.3% |
| Participation rate | 6.1% | 38.8%-32.7pp | 50.9%-44.7pp | 67.2%-61.1pp |
| Annual return | 158.54% | 44.22%+114.3pp | 4252.32%-4093.8pp | 160.75%-2.2pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $26 | $1,202-97.8% | $1,922-98.6% | $4,126-99.4% |
| Admin fee / account holder | $0 | $1,727-100.0% | $2,486-100.0% | $5,651-100.0% |