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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 | $75 | $82,288-99.9% | $68,794-99.9% | $134,509-99.9% |
| Participation rate | 42.9% | 75.1%-32.2pp | 69.0%-26.2pp | 81.2%-38.4pp |
| Annual return | 0.00% | -2.19%+2.2pp | -6.37%+6.4pp | 418.13%-418.1pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $32 | $4,738-99.3% | $3,941-99.2% | $6,400-99.5% |
| Admin fee / account holder | $0 | $6,482-100.0% | $4,934-100.0% | $11,427-100.0% |