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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 | $740 | $84,551-99.1% | $61,452-98.8% | $134,532-99.4% |
| Participation rate | 4.2% | 62.2%-58.0pp | 52.6%-48.4pp | 81.2%-77.1pp |
| Annual return | -15.47% | 585.39%-600.9pp | 338.96%-354.4pp | 418.27%-433.7pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7 | $2,818-99.7% | $2,125-99.7% | $6,401-99.9% |
| Admin fee / account holder | $3 | $2,587-99.9% | $2,131-99.9% | $11,429-100.0% |