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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 | $551 | $51,878-98.9% | $68,368-99.2% | $79,634-99.3% |
| Participation rate | 2.2% | 53.7%-51.5pp | 73.8%-71.6pp | 62.5%-60.3pp |
| Annual return | 37.48% | 137.43%-100.0pp | 292.57%-255.1pp | 36.46%+1.0pp |
| Employer contribution / active EE | $0 | $1,931-100.0% | $2,649-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $6 | $2,577-99.8% | $4,123-99.9% | $3,835-99.8% |
| Admin fee / account holder | $0 | $942-100.0% | $5,150-100.0% | $1,002-100.0% |