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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 | $395 | $69,708-99.4% | $67,560-99.4% | $74,478-99.5% |
| Participation rate | 36.4% | 71.4%-35.0pp | 72.9%-36.5pp | 67.2%-30.8pp |
| Annual return | 0.00% | -40.67%+40.7pp | 3533.50%-3533.5pp | 1370.56%-1370.6pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $2,737-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $150 | $3,637-95.9% | $4,004-96.3% | $4,350-96.6% |
| Admin fee / account holder | $0 | $887-100.0% | $3,994-100.0% | $1,946-100.0% |