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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 | $711 | $56,197-98.7% | $67,652-98.9% | $59,633-98.8% |
| Participation rate | 16.4% | 71.5%-55.0pp | 75.7%-59.2pp | 68.7%-52.2pp |
| Annual return | -1.56% | 18508.10%-18509.7pp | 6625.40%-6627.0pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $34 | $2,844-98.8% | $3,560-99.0% | $3,192-98.9% |
| Admin fee / account holder | $250 | $3,958-93.7% | $4,821-94.8% | $4,297-94.2% |