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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 | $174 | $77,920-99.8% | $149,723-99.9% | $75,177-99.8% |
| Participation rate | 63.7% | 65.6%-1.8pp | 78.8%-15.0pp | 67.2%-3.5pp |
| Annual return | 0.00% | 31.72%-31.7pp | 134.50%-134.5pp | 160.75%-160.8pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $121 | $3,411-96.4% | $5,682-97.9% | $4,126-97.1% |
| Admin fee / account holder | $17 | $5,951-99.7% | $13,215-99.9% | $5,651-99.7% |