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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 | $628 | $132,099-99.5% | $115,599-99.5% | $138,895-99.5% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.3%-40.9pp | 79.9%-46.6pp |
| Annual return | 0.00% | 176.76%-176.8pp | 111.10%-111.1pp | 145.39%-145.4pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $176 | $5,617-96.9% | $4,889-96.4% | $6,396-97.2% |
| Admin fee / account holder | $0 | $15,650-100.0% | $12,841-100.0% | $12,562-100.0% |