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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 | $417 | $55,437-99.2% | $155,534-99.7% | $74,459-99.4% |
| Participation rate | 4.1% | 61.9%-57.8pp | 78.2%-74.1pp | 67.2%-63.2pp |
| Annual return | 0.00% | 269.58%-269.6pp | 64.92%-64.9pp | 1369.70%-1369.7pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $20 | $2,837-99.3% | $5,630-99.6% | $4,350-99.5% |
| Admin fee / account holder | $1 | $1,742-100.0% | $15,900-100.0% | $1,945-100.0% |