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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 | $1,861 | $104,520-98.2% | $76,823-97.6% | $152,885-98.8% |
| Participation rate | 23.5% | 76.6%-53.1pp | 72.1%-48.6pp | 82.5%-58.9pp |
| Annual return | 0.00% | 1014.03%-1014.0pp | 1166.42%-1166.4pp | 345.39%-345.4pp |
| Employer contribution / active EE | $0 | $3,117-100.0% | $2,302-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $428 | $4,236-89.9% | $3,336-87.2% | $5,851-92.7% |
| Admin fee / account holder | $1 | $12,283-100.0% | $6,422-100.0% | $11,598-100.0% |