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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 | $446 | $102,938-99.6% | $94,105-99.5% | $138,895-99.7% |
| Participation rate | 46.2% | 74.6%-28.5pp | 71.9%-25.8pp | 79.9%-33.8pp |
| Annual return | 0.00% | 250.28%-250.3pp | 204.55%-204.6pp | 145.39%-145.4pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $204 | $4,196-95.1% | $3,881-94.7% | $6,396-96.8% |
| Admin fee / account holder | $0 | $6,600-100.0% | $6,199-100.0% | $12,562-100.0% |