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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 | $40 | $27,924-99.9% | $58,534-99.9% | $75,173-99.9% |
| Participation rate | 3.0% | 38.8%-35.8pp | 50.9%-47.8pp | 67.2%-64.2pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4248.32%-4248.3pp | 160.65%-160.7pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,054-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1 | $1,202-99.9% | $1,924-99.9% | $4,126-100.0% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,519-100.0% | $5,651-100.0% |