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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 | $707 | $69,771-99.0% | $67,524-99.0% | $74,400-99.0% |
| Participation rate | 6.6% | 71.4%-64.8pp | 72.9%-66.3pp | 67.2%-60.6pp |
| Annual return | 0.00% | -40.49%+40.5pp | 3519.41%-3519.4pp | 1367.51%-1367.5pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,734-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $47 | $3,638-98.7% | $4,001-98.8% | $4,348-98.9% |
| Admin fee / account holder | $0 | $889-100.0% | $4,001-100.0% | $1,944-100.0% |