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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 | $236 | $52,967-99.6% | $172,753-99.9% | $65,186-99.6% |
| Participation rate | 4.3% | 66.2%-61.8pp | 82.6%-78.3pp | 70.2%-65.9pp |
| Annual return | 0.00% | 30.12%-30.1pp | 803.00%-803.0pp | 29.39%-29.4pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $10 | $2,471-99.6% | $5,198-99.8% | $3,514-99.7% |
| Admin fee / account holder | $0 | $472-100.0% | $13,956-100.0% | $847-100.0% |