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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 | $800 | $76,634-99.0% | $56,054-98.6% | $145,978-99.5% |
| Participation rate | 31.3% | 63.2%-32.0pp | 52.5%-21.2pp | 80.3%-49.0pp |
| Annual return | 0.00% | 3004.33%-3004.3pp | 1705.95%-1705.9pp | 550.52%-550.5pp |
| Employer contribution / active EE | $130 | $1,380-90.6% | $1,039-87.5% | $4,662-97.2% |
| Participant deferral / active EE | $130 | $2,622-95.0% | $1,952-93.3% | $6,690-98.1% |
| Admin fee / account holder | $0 | $3,321-100.0% | $2,822-100.0% | $13,400-100.0% |