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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 | $280 | $27,936-99.0% | $58,561-99.5% | $75,173-99.6% |
| Participation rate | 55.6% | 38.8%+16.7pp | 50.9%+4.7pp | 67.2%-11.6pp |
| Annual return | 55.36% | 44.21%+11.1pp | 4251.33%-4196.0pp | 160.72%-105.4pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $114 | $1,202-90.5% | $1,923-94.1% | $4,126-97.2% |
| Admin fee / account holder | $17 | $1,727-99.0% | $2,520-99.3% | $5,651-99.7% |