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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 | $412 | $101,283-99.6% | $75,826-99.5% | $135,379-99.7% |
| Participation rate | 14.3% | 72.7%-58.4pp | 68.2%-53.9pp | 82.6%-68.4pp |
| Annual return | 0.00% | 3384.62%-3384.6pp | 1914.15%-1914.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $29 | $2,382-98.8% | $1,913-98.5% | $4,779-99.4% |
| Participant deferral / active EE | $43 | $3,469-98.8% | $2,862-98.5% | $5,609-99.2% |
| Admin fee / account holder | $81 | $6,539-98.8% | $4,726-98.3% | $10,828-99.3% |