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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 | $423 | $31,679-98.7% | $74,722-99.4% | $65,185-99.4% |
| Participation rate | 41.8% | 40.4%+1.5pp | 54.5%-12.7pp | 70.2%-28.4pp |
| Annual return | 0.00% | 39.04%-39.0pp | 753.11%-753.1pp | 29.38%-29.4pp |
| Employer contribution / active EE | $0 | $566-100.0% | $1,084-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $188 | $1,191-84.2% | $1,963-90.4% | $3,514-94.7% |
| Admin fee / account holder | $17 | $379-95.5% | $3,335-99.5% | $847-98.0% |