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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 | $384 | $95,867-99.6% | $79,551-99.5% | $134,493-99.7% |
| Participation rate | 46.2% | 75.0%-28.9pp | 69.5%-23.3pp | 81.2%-35.1pp |
| Annual return | 0.00% | -2.73%+2.7pp | 0.14%-0.1pp | 418.01%-418.0pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $207 | $4,692-95.6% | $3,985-94.8% | $6,400-96.8% |
| Admin fee / account holder | $72 | $9,127-99.2% | $6,833-99.0% | $11,425-99.4% |