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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 | $350 | $142,361-99.8% | $119,608-99.7% | $134,509-99.7% |
| Participation rate | 68.8% | 82.8%-14.1pp | 79.3%-10.5pp | 81.2%-12.5pp |
| Annual return | 0.00% | -12.46%+12.5pp | -14.98%+15.0pp | 418.13%-418.1pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $336 | $6,468-94.8% | $5,601-94.0% | $6,400-94.8% |
| Admin fee / account holder | $18 | $13,588-99.9% | $10,326-99.8% | $11,427-99.8% |