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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 | $629 | $70,587-99.1% | $124,693-99.5% | $85,847-99.3% |
| Participation rate | 7.3% | 64.4%-57.1pp | 74.6%-67.3pp | 69.3%-62.0pp |
| Annual return | 0.00% | 20688.83%-20688.8pp | 5144.19%-5144.2pp | 318.61%-318.6pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,324-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $46 | $2,969-98.5% | $4,615-99.0% | $3,952-98.8% |
| Admin fee / account holder | $0 | $5,282-100.0% | $7,494-100.0% | $6,261-100.0% |