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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 | $188 | $57,312-99.7% | $86,617-99.8% | $75,181-99.8% |
| Participation rate | 37.9% | 63.2%-25.3pp | 71.7%-33.8pp | 67.2%-29.3pp |
| Annual return | 0.00% | 2672.78%-2672.8pp | 591.91%-591.9pp | 160.69%-160.7pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $68 | $3,319-98.0% | $4,437-98.5% | $4,126-98.4% |
| Admin fee / account holder | $0 | $4,114-100.0% | $5,613-100.0% | $5,650-100.0% |