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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 | $483 | $95,917-99.5% | $79,583-99.4% | $134,545-99.6% |
| Participation rate | 29.4% | 75.0%-45.6pp | 69.5%-40.1pp | 81.2%-51.8pp |
| Annual return | 0.00% | -2.70%+2.7pp | 0.16%-0.2pp | 418.37%-418.4pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,414-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $169 | $4,694-96.4% | $3,986-95.8% | $6,401-97.4% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |