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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 | $195 | $137,414-99.9% | $189,545-99.9% | $85,851-99.8% |
| Participation rate | 7.9% | 84.6%-76.7pp | 87.8%-79.9pp | 69.3%-61.4pp |
| Annual return | 0.00% | 38.14%-38.1pp | 555.36%-555.4pp | 318.63%-318.6pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $15 | $6,260-99.8% | $8,220-99.8% | $3,952-99.6% |
| Admin fee / account holder | $0 | $8,630-100.0% | $12,049-100.0% | $6,261-100.0% |