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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 | $799 | $65,361-98.8% | $92,903-99.1% | $72,983-98.9% |
| Participation rate | 8.8% | 68.3%-59.5pp | 76.0%-67.2pp | 69.5%-60.7pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.43%-109.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $67 | $3,128-97.9% | $4,238-98.4% | $3,608-98.1% |
| Admin fee / account holder | $1 | $4,251-100.0% | $5,795-100.0% | $5,124-100.0% |