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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 | $282 | $81,727-99.7% | $58,534-99.5% | $139,427-99.8% |
| Participation rate | 28.6% | 61.3%-32.8pp | 50.9%-22.3pp | 80.3%-51.8pp |
| Annual return | 0.00% | 7422.38%-7422.4pp | 4248.32%-4248.3pp | 373.27%-373.3pp |
| Employer contribution / active EE | $38 | $1,399-97.3% | $1,054-96.4% | $4,752-99.2% |
| Participant deferral / active EE | $57 | $2,557-97.8% | $1,924-97.1% | $6,711-99.2% |
| Admin fee / account holder | $3 | $3,271-99.9% | $2,519-99.9% | $11,404-100.0% |