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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 | $616 | $88,585-99.3% | $69,884-99.1% | $134,532-99.5% |
| Participation rate | 22.2% | 74.9%-52.7pp | 70.5%-48.3pp | 81.2%-59.0pp |
| Annual return | 0.00% | 442.80%-442.8pp | 190.81%-190.8pp | 418.27%-418.3pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,560-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $138 | $4,770-97.1% | $3,848-96.4% | $6,401-97.8% |
| Admin fee / account holder | $4 | $10,441-100.0% | $6,266-99.9% | $11,429-100.0% |