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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 | $2,278 | $55,446-95.9% | $155,574-98.5% | $74,429-96.9% |
| Participation rate | 5.2% | 61.9%-56.7pp | 78.2%-73.0pp | 67.2%-62.0pp |
| Annual return | 0.00% | 269.20%-269.2pp | 64.87%-64.9pp | 1368.38%-1368.4pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $143 | $2,836-95.0% | $5,629-97.5% | $4,348-96.7% |
| Admin fee / account holder | $10 | $1,743-99.4% | $15,914-99.9% | $1,944-99.5% |