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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 | $804 | $67,352-98.8% | $60,899-98.7% | $134,509-99.4% |
| Participation rate | 11.8% | 76.2%-64.4pp | 73.1%-61.3pp | 81.2%-69.5pp |
| Annual return | 0.00% | 49.99%-50.0pp | 16.92%-16.9pp | 418.13%-418.1pp |
| Employer contribution / active EE | $0 | $3,098-100.0% | $2,702-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $94 | $4,539-97.9% | $3,817-97.5% | $6,400-98.5% |
| Admin fee / account holder | $1 | $4,585-100.0% | $3,225-100.0% | $11,427-100.0% |