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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 | $863 | $110,551-99.2% | $80,741-98.9% | $167,536-99.5% |
| Participation rate | 16.7% | 64.0%-47.3pp | 54.2%-37.5pp | 82.1%-65.4pp |
| Annual return | 0.00% | 120.57%-120.6pp | 87.30%-87.3pp | 478.82%-478.8pp |
| Employer contribution / active EE | $57 | $1,543-96.3% | $1,160-95.1% | $4,839-98.8% |
| Participant deferral / active EE | $85 | $2,870-97.0% | $2,145-96.0% | $6,342-98.7% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,315-100.0% |