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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 | $230 | $110,551-99.8% | $80,741-99.7% | $167,536-99.9% |
| Participation rate | 25.0% | 64.0%-39.0pp | 54.2%-29.2pp | 82.1%-57.1pp |
| Annual return | 0.00% | 120.57%-120.6pp | 87.30%-87.3pp | 478.82%-478.8pp |
| Employer contribution / active EE | $28 | $1,543-98.2% | $1,160-97.6% | $4,839-99.4% |
| Participant deferral / active EE | $32 | $2,870-98.9% | $2,145-98.5% | $6,342-99.5% |
| Admin fee / account holder | $6 | $4,547-99.9% | $3,380-99.8% | $12,315-100.0% |