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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 | $586 | $95,415-99.4% | $185,851-99.7% | $85,851-99.3% |
| Participation rate | 58.5% | 68.8%-10.2pp | 81.7%-23.2pp | 69.3%-10.8pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.11%-122.1pp | 318.63%-318.6pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $501 | $3,424-85.4% | $5,569-91.0% | $3,952-87.3% |
| Admin fee / account holder | $28 | $7,215-99.6% | $16,245-99.8% | $6,261-99.6% |