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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 | $938 | $75,832-98.8% | $147,617-99.4% | $59,633-98.4% |
| Participation rate | 36.5% | 71.6%-35.0pp | 84.6%-48.1pp | 68.7%-32.1pp |
| Annual return | 0.00% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $357 | $3,131-88.6% | $4,895-92.7% | $3,192-88.8% |
| Admin fee / account holder | $80 | $5,986-98.7% | $11,612-99.3% | $4,297-98.1% |