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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 | $916 | $58,828-98.4% | $78,002-98.8% | $62,881-98.5% |
| Participation rate | 58.6% | 71.1%-12.5pp | 75.5%-17.0pp | 69.3%-10.7pp |
| Annual return | 0.00% | 17.16%-17.2pp | 425.99%-426.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $531 | $2,686-80.2% | $3,497-84.8% | $3,203-83.4% |
| Admin fee / account holder | $2 | $4,393-100.0% | $5,481-100.0% | $4,296-100.0% |