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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 | $302 | $84,697-99.6% | $73,845-99.6% | $125,393-99.8% |
| Participation rate | 33.3% | 76.8%-43.4pp | 73.4%-40.1pp | 83.2%-49.9pp |
| Annual return | 0.00% | 3123.66%-3123.7pp | 2267.91%-2267.9pp | 282.23%-282.2pp |
| Employer contribution / active EE | $45 | $3,123-98.6% | $2,788-98.4% | $4,866-99.1% |
| Participant deferral / active EE | $56 | $3,993-98.6% | $3,583-98.4% | $5,351-99.0% |
| Admin fee / account holder | $0 | $5,692-100.0% | $4,881-100.0% | $9,541-100.0% |