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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 | $821 | $92,707-99.1% | $82,726-99.0% | $134,493-99.4% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | 0.00% | 945.12%-945.1pp | 701.33%-701.3pp | 418.01%-418.0pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $492 | $4,801-89.8% | $4,394-88.8% | $6,400-92.3% |
| Admin fee / account holder | $1 | $5,980-100.0% | $5,328-100.0% | $11,425-100.0% |