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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 | $69,774-99.4% | $67,561-99.4% | $74,429-99.5% |
| Participation rate | 36.4% | 71.4%-34.9pp | 72.9%-36.5pp | 67.2%-30.8pp |
| Annual return | 0.00% | -40.53%+40.5pp | 3525.44%-3525.4pp | 1368.38%-1368.4pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,735-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $150 | $3,636-95.9% | $4,003-96.3% | $4,348-96.6% |
| Admin fee / account holder | $0 | $890-100.0% | $4,006-100.0% | $1,944-100.0% |