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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 | $704 | $29,319-97.6% | $52,425-98.7% | $82,448-99.1% |
| Participation rate | 16.1% | 46.9%-30.7pp | 55.6%-39.5pp | 68.1%-51.9pp |
| Annual return | 0.00% | 535.20%-535.2pp | 302.12%-302.1pp | 41.64%-41.6pp |
| Employer contribution / active EE | $108 | $586-81.6% | $914-88.2% | $2,551-95.8% |
| Participant deferral / active EE | $5 | $1,171-99.6% | $1,790-99.7% | $4,139-99.9% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |