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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 | $643 | $119,143-99.5% | $88,632-99.3% | $152,909-99.6% |
| Participation rate | 25.0% | 73.4%-48.4pp | 68.8%-43.8pp | 82.5%-57.5pp |
| Annual return | 0.00% | 48.12%-48.1pp | 43.75%-43.8pp | 345.46%-345.5pp |
| Employer contribution / active EE | $0 | $2,675-100.0% | $2,101-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $150 | $3,555-95.8% | $2,917-94.8% | $5,851-97.4% |
| Admin fee / account holder | $1 | $5,875-100.0% | $4,308-100.0% | $11,601-100.0% |