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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 | $235 | $90,489-99.7% | $76,051-99.7% | $145,978-99.8% |
| Participation rate | 4.2% | 74.5%-70.3pp | 69.1%-64.9pp | 80.3%-76.1pp |
| Annual return | 0.00% | 622.78%-622.8pp | 360.42%-360.4pp | 550.52%-550.5pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,690-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10 | $5,164-99.8% | $4,257-99.8% | $6,690-99.9% |
| Admin fee / account holder | $0 | $8,374-100.0% | $6,416-100.0% | $13,400-100.0% |