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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 | $2,003 | $169,237-98.8% | $129,339-98.5% | $145,978-98.6% |
| Participation rate | 5.9% | 76.5%-70.6pp | 69.6%-63.8pp | 80.3%-74.4pp |
| Annual return | 0.00% | 14364.43%-14364.4pp | 9437.05%-9437.1pp | 550.52%-550.5pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,154-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $116 | $4,991-97.7% | $4,170-97.2% | $6,690-98.3% |
| Admin fee / account holder | $4 | $9,882-100.0% | $7,668-99.9% | $13,400-100.0% |