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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 | $175 | $27,943-99.4% | $58,507-99.7% | $75,177-99.8% |
| Participation rate | 46.3% | 38.8%+7.5pp | 50.9%-4.5pp | 67.2%-20.9pp |
| Annual return | 0.00% | 44.22%-44.2pp | 4252.32%-4252.3pp | 160.75%-160.8pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $85 | $1,202-92.9% | $1,922-95.6% | $4,126-97.9% |
| Admin fee / account holder | $31 | $1,727-98.2% | $2,486-98.8% | $5,651-99.5% |