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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 | $723 | $96,630-99.3% | $86,605-99.2% | $139,427-99.5% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 0.00% | 106.48%-106.5pp | 591.39%-591.4pp | 373.27%-373.3pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $340 | $4,836-93.0% | $4,438-92.3% | $6,711-94.9% |
| Admin fee / account holder | $0 | $6,405-100.0% | $5,611-100.0% | $11,404-100.0% |