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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 | $267 | $63,703-99.6% | $93,063-99.7% | $82,448-99.7% |
| Participation rate | 31.0% | 63.8%-32.8pp | 72.1%-41.1pp | 68.1%-37.1pp |
| Annual return | 383.51% | -775.43%+1158.9pp | 34.15%+349.4pp | 41.64%+341.9pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $110 | $2,919-96.2% | $3,958-97.2% | $4,139-97.3% |
| Admin fee / account holder | $21 | $5,982-99.6% | $6,033-99.6% | $7,234-99.7% |