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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 | $483 | $84,741-99.4% | $75,731-99.4% | $167,553-99.7% |
| Participation rate | 16.7% | 77.8%-61.2pp | 74.8%-58.2pp | 82.1%-65.4pp |
| Annual return | 0.00% | 199.72%-199.7pp | 104.65%-104.6pp | 478.89%-478.9pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $79 | $4,577-98.3% | $3,820-97.9% | $6,343-98.7% |
| Admin fee / account holder | $0 | $5,361-100.0% | $3,620-100.0% | $12,316-100.0% |