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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 | $193 | $29,667-99.3% | $56,441-99.7% | $80,874-99.8% |
| Participation rate | 7.6% | 41.7%-34.1pp | 52.5%-44.9pp | 67.6%-60.1pp |
| Annual return | 0.00% | 35.22%-35.2pp | 1704.21%-1704.2pp | 35.62%-35.6pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $15 | $1,227-98.8% | $1,953-99.2% | $4,297-99.7% |
| Admin fee / account holder | $0 | $2,429-100.0% | $2,829-100.0% | $6,935-100.0% |