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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 | $4,055 | $85,766-95.3% | $136,298-97.0% | $70,126-94.2% |
| Participation rate | 10.7% | 74.2%-63.4pp | 81.9%-71.2pp | 69.5%-58.8pp |
| Annual return | 0.00% | 31.46%-31.5pp | 5156.27%-5156.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $338 | $5,051-93.3% | $6,247-94.6% | $3,332-89.9% |
| Admin fee / account holder | $36 | $5,421-99.3% | $9,244-99.6% | $4,645-99.2% |