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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 | $376 | $76,519-99.5% | $56,025-99.3% | $145,897-99.7% |
| Participation rate | 69.2% | 63.2%+6.0pp | 52.5%+16.7pp | 80.3%-11.1pp |
| Annual return | 12.16% | 3017.03%-3004.9pp | 1712.69%-1700.5pp | 552.29%-540.1pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $17 | $2,624-99.4% | $1,955-99.1% | $6,689-99.7% |
| Admin fee / account holder | $39 | $3,331-98.8% | $2,828-98.6% | $13,390-99.7% |