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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 | $58 | $105,160-99.9% | $94,679-99.9% | $139,456-100.0% |
| Participation rate | 8.3% | 82.4%-74.0pp | 80.8%-72.5pp | 80.3%-72.0pp |
| Annual return | 0.00% | 38.04%-38.0pp | 156.75%-156.8pp | 373.45%-373.4pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5 | $7,599-99.9% | $7,417-99.9% | $6,711-99.9% |
| Admin fee / account holder | $0 | $8,988-100.0% | $7,233-100.0% | $11,407-100.0% |