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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 | $237 | $152,542-99.8% | $117,498-99.8% | $134,509-99.8% |
| Participation rate | 9.1% | 77.1%-68.0pp | 70.6%-61.5pp | 81.2%-72.1pp |
| Annual return | 0.00% | 53.02%-53.0pp | 29.75%-29.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $0 | $5,574-100.0% | $4,178-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $22 | $4,819-99.5% | $4,071-99.5% | $6,400-99.7% |
| Admin fee / account holder | $0 | $7,006-100.0% | $5,646-100.0% | $11,427-100.0% |