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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 | $305 | $60,305-99.5% | $81,780-99.6% | $74,400-99.6% |
| Participation rate | 10.6% | 62.9%-52.3pp | 72.4%-61.8pp | 67.2%-56.6pp |
| Annual return | 0.00% | 16.89%-16.9pp | 776.27%-776.3pp | 1367.51%-1367.5pp |
| Employer contribution / active EE | $0 | $2,623-100.0% | $2,914-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $33 | $3,390-99.0% | $4,321-99.2% | $4,348-99.2% |
| Admin fee / account holder | $0 | $1,484-100.0% | $7,384-100.0% | $1,944-100.0% |