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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 | $501 | $27,924-98.2% | $58,544-99.1% | $75,181-99.3% |
| Participation rate | 35.5% | 38.8%-3.4pp | 50.9%-15.4pp | 67.2%-31.7pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4249.56%-4249.6pp | 160.69%-160.7pp |
| Employer contribution / active EE | $91 | $669-86.4% | $1,053-91.4% | $2,671-96.6% |
| Participant deferral / active EE | $105 | $1,202-91.2% | $1,923-94.5% | $4,126-97.4% |
| Admin fee / account holder | $1 | $1,726-99.9% | $2,520-99.9% | $5,650-100.0% |