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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 | $1,989 | $125,389-98.4% | $279,946-99.3% | $125,389-98.4% |
| Participation rate | 66.7% | 83.2%-16.5pp | 79.3%-12.6pp | 83.2%-16.5pp |
| Annual return | 0.00% | 282.24%-282.2pp | 5.50%-5.5pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,326 | $4,866-72.8% | $4,807-72.4% | $4,866-72.8% |
| Participant deferral / active EE | $0 | $5,352-100.0% | $6,085-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $9,541-100.0% | $13,889-100.0% | $9,541-100.0% |