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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 | $809 | $48,053-98.3% | $84,628-99.0% | $72,975-98.9% |
| Participation rate | 8.1% | 57.6%-49.5pp | 68.2%-60.1pp | 69.5%-61.4pp |
| Annual return | 0.00% | 37.39%-37.4pp | 258.80%-258.8pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $63 | $2,681-97.7% | $3,900-98.4% | $3,608-98.3% |
| Admin fee / account holder | $0 | $3,395-100.0% | $4,914-100.0% | $5,124-100.0% |