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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 | $230 | $40,386-99.4% | $80,607-99.7% | $74,440-99.7% |
| Participation rate | 0.3% | 47.4%-47.1pp | 67.0%-66.8pp | 70.7%-70.5pp |
| Annual return | 0.00% | 165.00%-165.0pp | 936.11%-936.1pp | 34.37%-34.4pp |
| Employer contribution / active EE | $0 | $1,496-100.0% | $2,724-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1 | $2,670-100.0% | $4,448-100.0% | $4,529-100.0% |
| Admin fee / account holder | $0 | $720-100.0% | $5,379-100.0% | $348-100.0% |