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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 | $1,195 | $90,607-98.7% | $79,467-98.5% | $135,380-99.1% |
| Participation rate | 13.0% | 76.0%-63.0pp | 73.3%-60.3pp | 82.6%-69.6pp |
| Annual return | 0.00% | 977.74%-977.7pp | 718.30%-718.3pp | 519.81%-519.8pp |
| Employer contribution / active EE | $59 | $3,068-98.1% | $2,800-97.9% | $4,779-98.8% |
| Participant deferral / active EE | $105 | $4,050-97.4% | $3,704-97.2% | $5,609-98.1% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |