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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 | $185 | $84,482-99.8% | $125,363-99.9% | $66,930-99.7% |
| Participation rate | 10.6% | 76.4%-65.8pp | 82.4%-71.8pp | 69.8%-59.2pp |
| Annual return | 0.00% | -8.49%+8.5pp | 572.15%-572.1pp | 1.57%-1.6pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $19 | $6,782-99.7% | $7,447-99.7% | $4,238-99.5% |
| Admin fee / account holder | $0 | $685-100.0% | $10,005-100.0% | $593-100.0% |