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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 | $1,682 | $27,936-94.0% | $58,561-97.1% | $75,173-97.8% |
| Participation rate | 2.5% | 38.8%-36.3pp | 50.9%-48.4pp | 67.2%-64.7pp |
| Annual return | 151.72% | 44.21%+107.5pp | 4251.33%-4099.6pp | 160.72%-9.0pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $38 | $1,202-96.8% | $1,923-98.0% | $4,126-99.1% |
| Admin fee / account holder | $3 | $1,727-99.8% | $2,520-99.9% | $5,651-99.9% |