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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 | $265 | $77,908-99.7% | $149,696-99.8% | $75,173-99.6% |
| Participation rate | 15.2% | 65.6%-50.4pp | 78.8%-63.6pp | 67.2%-52.1pp |
| Annual return | 0.00% | 31.73%-31.7pp | 134.46%-134.5pp | 160.72%-160.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $70 | $3,411-97.9% | $5,682-98.8% | $4,126-98.3% |
| Admin fee / account holder | $141 | $5,950-97.6% | $13,212-98.9% | $5,651-97.5% |