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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 | $110 | $49,891-99.8% | $80,607-99.9% | $75,181-99.9% |
| Participation rate | 2.4% | 55.3%-52.9pp | 67.0%-64.6pp | 67.2%-64.8pp |
| Annual return | 0.00% | 34.67%-34.7pp | 936.11%-936.1pp | 160.69%-160.7pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3 | $2,991-99.9% | $4,448-99.9% | $4,126-99.9% |
| Admin fee / account holder | $0 | $3,578-100.0% | $5,379-100.0% | $5,650-100.0% |