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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 | $8,480 | $70,587-88.0% | $124,693-93.2% | $85,847-90.1% |
| Participation rate | 6.9% | 64.4%-57.5pp | 74.6%-67.7pp | 69.3%-62.4pp |
| Annual return | 0.00% | 20688.83%-20688.8pp | 5144.19%-5144.2pp | 318.61%-318.6pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,324-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $549 | $2,969-81.5% | $4,615-88.1% | $3,952-86.1% |
| Admin fee / account holder | $15 | $5,282-99.7% | $7,494-99.8% | $6,261-99.8% |