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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 | $436 | $67,823-99.4% | $52,425-99.2% | $137,256-99.7% |
| Participation rate | 10.0% | 63.9%-53.9pp | 55.6%-45.6pp | 80.0%-70.0pp |
| Annual return | 0.00% | 219.11%-219.1pp | 302.12%-302.1pp | 220.34%-220.3pp |
| Employer contribution / active EE | $82 | $1,163-92.9% | $914-91.0% | $4,156-98.0% |
| Participant deferral / active EE | $82 | $2,288-96.4% | $1,790-95.4% | $6,407-98.7% |
| Admin fee / account holder | $135 | $2,844-95.2% | $2,495-94.6% | $12,270-98.9% |