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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 | $642 | $49,891-98.7% | $80,607-99.2% | $75,181-99.1% |
| Participation rate | 56.4% | 55.3%+1.1pp | 67.0%-10.6pp | 67.2%-10.8pp |
| Annual return | 0.00% | 34.67%-34.7pp | 936.11%-936.1pp | 160.69%-160.7pp |
| Employer contribution / active EE | $278 | $1,698-83.7% | $2,724-89.8% | $2,671-89.6% |
| Participant deferral / active EE | $143 | $2,991-95.2% | $4,448-96.8% | $4,126-96.5% |
| Admin fee / account holder | $16 | $3,578-99.6% | $5,379-99.7% | $5,650-99.7% |