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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 | $1,036 | $173,397-99.4% | $135,987-99.2% | $145,877-99.3% |
| Participation rate | 40.0% | 80.4%-40.4pp | 76.4%-36.4pp | 80.3%-40.3pp |
| Annual return | 0.00% | 1166.18%-1166.2pp | 580.01%-580.0pp | 551.28%-551.3pp |
| Employer contribution / active EE | $0 | $5,281-100.0% | $4,214-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $372 | $8,710-95.7% | $7,027-94.7% | $6,691-94.4% |
| Admin fee / account holder | $3 | $9,663-100.0% | $6,716-100.0% | $13,402-100.0% |