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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 | $2,770 | $80,753-96.6% | $136,298-98.0% | $62,293-95.6% |
| Participation rate | 34.3% | 73.5%-39.3pp | 81.9%-47.7pp | 69.5%-35.3pp |
| Annual return | 0.00% | 35.83%-35.8pp | 5156.27%-5156.3pp | 28.90%-28.9pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $810 | $5,164-84.3% | $6,247-87.0% | $3,169-74.4% |
| Admin fee / account holder | $0 | $525-100.0% | $9,244-100.0% | $479-100.0% |