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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 | $3,060 | $88,596-96.5% | $70,093-95.6% | $134,493-97.7% |
| Participation rate | 15.4% | 74.9%-59.5pp | 70.5%-55.1pp | 81.2%-65.8pp |
| Annual return | 0.00% | 442.67%-442.7pp | 190.73%-190.7pp | 418.01%-418.0pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,560-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $466 | $4,772-90.2% | $3,849-87.9% | $6,400-92.7% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,267-100.0% | $11,425-100.0% |