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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 | $753 | $39,028-98.1% | $80,741-99.1% | $85,847-99.1% |
| Participation rate | 15.2% | 41.6%-26.4pp | 54.2%-39.0pp | 69.3%-54.2pp |
| Annual return | 0.00% | 26.31%-26.3pp | 87.30%-87.3pp | 318.61%-318.6pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $112 | $1,326-91.6% | $2,145-94.8% | $3,952-97.2% |
| Admin fee / account holder | $1 | $2,429-100.0% | $3,380-100.0% | $6,261-100.0% |