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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 | $158 | $108,701-99.9% | $74,723-99.8% | $152,909-99.9% |
| Participation rate | 28.6% | 65.4%-36.8pp | 54.5%-25.9pp | 82.5%-53.9pp |
| Annual return | 0.00% | 114.12%-114.1pp | 753.18%-753.2pp | 345.46%-345.5pp |
| Employer contribution / active EE | $20 | $1,504-98.7% | $1,084-98.2% | $4,764-99.6% |
| Participant deferral / active EE | $25 | $2,709-99.1% | $1,962-98.7% | $5,851-99.6% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,601-100.0% |