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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 | $633 | $58,895-98.9% | $178,503-99.6% | $73,497-99.1% |
| Participation rate | 23.1% | 66.2%-43.2pp | 81.9%-58.9pp | 70.7%-47.6pp |
| Annual return | 0.00% | 24.86%-24.9pp | 151.12%-151.1pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $152 | $2,567-94.1% | $5,202-97.1% | $3,740-95.9% |
| Admin fee / account holder | $0 | $400-100.0% | $13,987-100.0% | $513-100.0% |