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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 | $1,103 | $84,551-98.7% | $61,452-98.2% | $134,532-99.2% |
| Participation rate | 9.1% | 62.2%-53.1pp | 52.6%-43.5pp | 81.2%-72.1pp |
| Annual return | 0.00% | 585.39%-585.4pp | 338.96%-339.0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $44 | $1,545-97.2% | $1,160-96.2% | $4,741-99.1% |
| Participant deferral / active EE | $55 | $2,818-98.1% | $2,125-97.4% | $6,401-99.1% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,429-100.0% |