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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 | $274 | $52,293-99.5% | $178,503-99.8% | $73,412-99.6% |
| Participation rate | 1.3% | 65.3%-64.0pp | 81.9%-80.6pp | 72.2%-70.8pp |
| Annual return | 0.00% | 34.75%-34.8pp | 151.12%-151.1pp | 59.30%-59.3pp |
| Employer contribution / active EE | $0 | $1,736-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $4 | $2,333-99.8% | $5,202-99.9% | $3,806-99.9% |
| Admin fee / account holder | $4 | $127-96.9% | $13,987-100.0% | $158-97.5% |