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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 | $248 | $84,628-99.7% | $61,501-99.6% | $134,545-99.8% |
| Participation rate | 33.3% | 62.2%-28.9pp | 52.6%-19.2pp | 81.2%-47.9pp |
| Annual return | 0.00% | 585.61%-585.6pp | 339.04%-339.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $59 | $1,545-96.2% | $1,160-94.9% | $4,742-98.8% |
| Participant deferral / active EE | $67 | $2,819-97.6% | $2,125-96.8% | $6,401-98.9% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,132-100.0% | $11,431-100.0% |