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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 | $544 | $156,927-99.7% | $121,169-99.6% | $139,456-99.6% |
| Participation rate | 16.7% | 76.4%-59.8pp | 69.5%-52.9pp | 80.3%-63.7pp |
| Annual return | 0.00% | 1475.85%-1475.8pp | 986.71%-986.7pp | 373.45%-373.4pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,168-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $88 | $4,848-98.2% | $4,083-97.8% | $6,711-98.7% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,645-100.0% | $11,407-100.0% |