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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 | $269 | $51,638-99.5% | $129,406-99.8% | $80,959-99.7% |
| Participation rate | 23.1% | 56.9%-33.9pp | 69.6%-46.6pp | 67.7%-44.6pp |
| Annual return | 0.00% | 20.78%-20.8pp | 9468.18%-9468.2pp | 35.67%-35.7pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $63 | $2,670-97.6% | $4,167-98.5% | $4,300-98.5% |
| Admin fee / account holder | $0 | $4,313-100.0% | $7,689-100.0% | $6,925-100.0% |