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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 | $223 | $169,336-99.9% | $129,384-99.8% | $145,884-99.8% |
| Participation rate | 36.4% | 76.5%-40.1pp | 69.6%-33.3pp | 80.3%-43.9pp |
| Annual return | 0.00% | 14408.70%-14408.7pp | 9461.77%-9461.8pp | 551.85%-551.8pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $98 | $4,985-98.0% | $4,166-97.7% | $6,690-98.5% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |