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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 | $1,312 | $73,518-98.2% | $63,003-97.9% | $147,585-99.1% |
| Participation rate | 45.8% | 77.9%-32.0pp | 74.8%-29.0pp | 82.8%-37.0pp |
| Annual return | 0.00% | 175.46%-175.5pp | 87.59%-87.6pp | 578.57%-578.6pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $591 | $4,183-85.9% | $3,329-82.3% | $5,439-89.1% |
| Admin fee / account holder | $0 | $5,952-100.0% | $3,600-100.0% | $10,885-100.0% |