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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 | $802 | $78,707-99.0% | $117,861-99.3% | $70,126-98.9% |
| Participation rate | 18.1% | 73.2%-55.1pp | 79.7%-61.6pp | 69.5%-51.5pp |
| Annual return | 0.00% | 23.30%-23.3pp | 335.11%-335.1pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $157 | $3,297-95.2% | $4,482-96.5% | $3,332-95.3% |
| Admin fee / account holder | $3 | $5,066-99.9% | $8,021-100.0% | $4,645-99.9% |