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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 | $297 | $180,466-99.8% | $154,114-99.8% | $135,382-99.8% |
| Participation rate | 56.3% | 87.4%-31.2pp | 83.0%-26.8pp | 82.6%-26.4pp |
| Annual return | 0.00% | 888.15%-888.2pp | 735.16%-735.2pp | 519.77%-519.8pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $199 | $5,806-96.6% | $5,081-96.1% | $5,609-96.5% |
| Admin fee / account holder | $34 | $16,144-99.8% | $13,411-99.7% | $10,829-99.7% |