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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 | $3,419 | $85,766-96.0% | $136,297-97.5% | $70,124-95.1% |
| Participation rate | 10.0% | 74.2%-64.2pp | 81.9%-71.9pp | 69.5%-59.5pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5156.19%-5156.2pp | 73.14%-73.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $337 | $5,051-93.3% | $6,247-94.6% | $3,332-89.9% |
| Admin fee / account holder | $88 | $5,420-98.4% | $9,244-99.1% | $4,645-98.1% |