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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 | $162 | $43,133-99.6% | $89,414-99.8% | $73,493-99.8% |
| Participation rate | 7.1% | 55.0%-47.8pp | 68.0%-60.9pp | 70.7%-63.6pp |
| Annual return | 0.00% | 135.66%-135.7pp | 245.50%-245.5pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $1,438-100.0% | $2,586-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $11 | $2,445-99.5% | $3,890-99.7% | $3,740-99.7% |
| Admin fee / account holder | $0 | $444-100.0% | $4,883-100.0% | $513-100.0% |