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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 | $823 | $81,208-99.0% | $98,920-99.2% | $79,852-99.0% |
| Participation rate | 10.7% | 72.5%-61.8pp | 76.0%-65.3pp | 69.6%-58.9pp |
| Annual return | 0.00% | 60.99%-61.0pp | 196.47%-196.5pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $84 | $3,265-97.4% | $4,245-98.0% | $3,740-97.8% |
| Admin fee / account holder | $0 | $6,013-100.0% | $6,643-100.0% | $5,306-100.0% |