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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 | $38 | $96,338-100.0% | $80,589-100.0% | $139,427-100.0% |
| Participation rate | 53.8% | 73.6%-19.8pp | 67.0%-13.2pp | 80.3%-26.5pp |
| Annual return | 0.00% | 1350.43%-1350.4pp | 935.83%-935.8pp | 373.27%-373.3pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $2,724-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $20 | $5,234-99.6% | $4,449-99.6% | $6,711-99.7% |
| Admin fee / account holder | $0 | $6,600-100.0% | $5,379-100.0% | $11,404-100.0% |