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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 | $124 | $51,638-99.8% | $68,368-99.8% | $82,448-99.9% |
| Participation rate | 54.5% | 63.6%-9.1pp | 73.8%-19.2pp | 68.1%-13.5pp |
| Annual return | 0.00% | 37.53%-37.5pp | 292.57%-292.6pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $87 | $2,914-97.0% | $4,123-97.9% | $4,139-97.9% |
| Admin fee / account holder | $24 | $4,643-99.5% | $5,150-99.5% | $7,234-99.7% |