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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 | $824 | $67,372-98.8% | $60,906-98.6% | $134,532-99.4% |
| Participation rate | 58.3% | 76.2%-17.8pp | 73.1%-14.8pp | 81.2%-22.9pp |
| Annual return | -19.09% | 50.05%-69.1pp | 16.94%-36.0pp | 418.27%-437.4pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $2,703-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $38 | $4,532-99.2% | $3,814-99.0% | $6,401-99.4% |
| Admin fee / account holder | $184 | $4,588-96.0% | $3,227-94.3% | $11,429-98.4% |