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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 | $190 | $53,837-99.6% | $75,717-99.7% | $85,856-99.8% |
| Participation rate | 16.1% | 69.1%-52.9pp | 74.8%-58.7pp | 69.3%-53.2pp |
| Annual return | 0.00% | 24.54%-24.5pp | 104.58%-104.6pp | 318.58%-318.6pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $30 | $2,895-99.0% | $3,821-99.2% | $3,952-99.2% |
| Admin fee / account holder | $0 | $3,341-100.0% | $3,619-100.0% | $6,261-100.0% |