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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 | $191 | $48,327-99.6% | $67,575-99.7% | $80,935-99.8% |
| Participation rate | 64.9% | 66.4%-1.5pp | 72.9%-8.0pp | 67.7%-2.7pp |
| Annual return | 0.00% | 18.31%-18.3pp | 3528.98%-3529.0pp | 35.66%-35.7pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $126 | $2,927-95.7% | $4,003-96.9% | $4,299-97.1% |
| Admin fee / account holder | $0 | $3,692-100.0% | $3,993-100.0% | $6,924-100.0% |