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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 | $412 | $47,163-99.1% | $149,696-99.7% | $74,460-99.4% |
| Participation rate | 7.2% | 63.4%-56.2pp | 78.8%-71.5pp | 70.7%-63.5pp |
| Annual return | 0.00% | 22.75%-22.8pp | 134.46%-134.5pp | 34.38%-34.4pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $28 | $2,730-99.0% | $5,682-99.5% | $4,530-99.4% |
| Admin fee / account holder | $0 | $343-100.0% | $13,212-100.0% | $348-100.0% |