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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 | $768 | $217,427-99.6% | $185,837-99.6% | $167,518-99.5% |
| Participation rate | 10.5% | 86.0%-75.5pp | 81.7%-71.2pp | 82.1%-71.6pp |
| Annual return | 0.00% | 148.39%-148.4pp | 122.08%-122.1pp | 478.71%-478.7pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $81 | $6,357-98.7% | $5,568-98.5% | $6,342-98.7% |
| Admin fee / account holder | $18 | $19,816-99.9% | $16,241-99.9% | $12,312-99.9% |