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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 | $500 | $27,800-98.2% | $58,544-99.1% | $71,495-99.3% |
| Participation rate | 5.0% | 34.6%-29.6pp | 50.9%-45.8pp | 67.9%-62.9pp |
| Annual return | 0.00% | 26.80%-26.8pp | 4249.56%-4249.6pp | 28.85%-28.9pp |
| Employer contribution / active EE | $0 | $632-100.0% | $1,053-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $24 | $1,208-98.0% | $1,923-98.7% | $4,291-99.4% |
| Admin fee / account holder | $0 | $1,637-100.0% | $2,520-100.0% | $1,588-100.0% |