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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 | $416 | $81,749-99.5% | $58,544-99.3% | $139,456-99.7% |
| Participation rate | 57.1% | 61.3%-4.2pp | 50.9%+6.3pp | 80.3%-23.2pp |
| Annual return | 42.09% | 7425.45%-7383.4pp | 4249.56%-4207.5pp | 373.45%-331.4pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $163 | $2,555-93.6% | $1,923-91.5% | $6,711-97.6% |
| Admin fee / account holder | $8 | $3,272-99.8% | $2,520-99.7% | $11,407-99.9% |