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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 | $767 | $58,234-98.7% | $81,783-99.1% | $80,874-99.1% |
| Participation rate | 51.2% | 63.4%-12.3pp | 72.4%-21.2pp | 67.6%-16.5pp |
| Annual return | 0.00% | 41.70%-41.7pp | 775.05%-775.1pp | 35.62%-35.6pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $457 | $3,283-86.1% | $4,320-89.4% | $4,297-89.4% |
| Admin fee / account holder | $5 | $4,982-99.9% | $7,380-99.9% | $6,935-99.9% |