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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 | $1,555 | $209,874-99.3% | $189,537-99.2% | $167,536-99.1% |
| Participation rate | 37.5% | 88.7%-51.2pp | 87.8%-50.3pp | 82.1%-44.6pp |
| Annual return | 0.00% | 748.61%-748.6pp | 555.34%-555.3pp | 478.82%-478.8pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $571 | $8,934-93.6% | $8,220-93.1% | $6,342-91.0% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |