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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 | $443 | $93,023-99.5% | $77,027-99.4% | $134,493-99.7% |
| Participation rate | 25.0% | 74.5%-49.5pp | 67.9%-42.9pp | 81.2%-56.2pp |
| Annual return | 0.00% | 62.61%-62.6pp | 42.32%-42.3pp | 418.01%-418.0pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,813-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $110 | $5,238-97.9% | $4,427-97.5% | $6,400-98.3% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,425-100.0% |