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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 | $628 | $106,549-99.4% | $91,225-99.3% | $134,509-99.5% |
| Participation rate | 8.3% | 76.8%-68.5pp | 73.2%-64.9pp | 81.2%-72.9pp |
| Annual return | 0.00% | 160.73%-160.7pp | 114.10%-114.1pp | 418.13%-418.1pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $50 | $4,719-98.9% | $4,234-98.8% | $6,400-99.2% |
| Admin fee / account holder | $0 | $6,234-100.0% | $5,422-100.0% | $11,427-100.0% |