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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 | $607 | $84,628-99.3% | $61,501-99.0% | $134,545-99.5% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | 0.00% | 585.61%-585.6pp | 339.04%-339.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $162 | $1,545-89.5% | $1,160-86.1% | $4,742-96.6% |
| Participant deferral / active EE | $171 | $2,819-94.0% | $2,125-92.0% | $6,401-97.3% |
| Admin fee / account holder | $63 | $2,587-97.6% | $2,132-97.0% | $11,431-99.4% |