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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 | $652 | $176,105-99.6% | $159,474-99.6% | $167,536-99.6% |
| Participation rate | 33.3% | 85.0%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 0.00% | 331.91%-331.9pp | 263.68%-263.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $217 | $7,751-97.2% | $7,353-97.1% | $6,342-96.6% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |