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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 | $894 | $55,446-98.4% | $155,574-99.4% | $74,429-98.8% |
| Participation rate | 0.9% | 61.9%-61.0pp | 78.2%-77.3pp | 67.2%-66.3pp |
| Annual return | 1026.19% | 269.20%+757.0pp | 64.87%+961.3pp | 1368.38%-342.2pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $5 | $2,836-99.8% | $5,629-99.9% | $4,348-99.9% |
| Admin fee / account holder | $192 | $1,743-89.0% | $15,914-98.8% | $1,944-90.1% |