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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 | $415 | $102,632-99.6% | $81,988-99.5% | $158,950-99.7% |
| Participation rate | 63.6% | 75.5%-11.9pp | 69.3%-5.6pp | 82.0%-18.3pp |
| Annual return | 0.00% | 61.05%-61.1pp | 41.31%-41.3pp | 302.91%-302.9pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $363 | $4,649-92.2% | $3,722-90.3% | $5,983-93.9% |
| Admin fee / account holder | $64 | $8,237-99.2% | $5,665-98.9% | $11,248-99.4% |