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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 | $359 | $65,440-99.5% | $98,506-99.6% | $85,851-99.6% |
| Participation rate | 14.0% | 65.0%-51.1pp | 73.3%-59.4pp | 69.3%-55.4pp |
| Annual return | 0.00% | 21.75%-21.8pp | 1494.92%-1494.9pp | 318.63%-318.6pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $57 | $3,168-98.2% | $4,277-98.7% | $3,952-98.6% |
| Admin fee / account holder | $0 | $4,596-100.0% | $5,955-100.0% | $6,261-100.0% |