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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 | $790 | $168,626-99.5% | $133,698-99.4% | $145,897-99.5% |
| Participation rate | 0.0% | 80.4%-80.4pp | 76.4%-76.4pp | 80.3%-80.3pp |
| Annual return | 0.00% | 1168.99%-1169.0pp | 580.90%-580.9pp | 552.29%-552.3pp |
| Employer contribution / active EE | $0 | $5,290-100.0% | $4,218-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $57 | $8,688-99.3% | $7,016-99.2% | $6,689-99.2% |
| Admin fee / account holder | $0 | $9,638-100.0% | $6,703-100.0% | $13,390-100.0% |