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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 | $4,278 | $60,139-92.9% | $90,461-95.3% | $79,856-94.6% |
| Participation rate | 17.5% | 65.0%-47.5pp | 72.7%-55.2pp | 69.6%-52.1pp |
| Annual return | 0.00% | 71.96%-72.0pp | 1294.76%-1294.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $654 | $2,939-77.7% | $3,964-83.5% | $3,741-82.5% |
| Admin fee / account holder | $72 | $3,978-98.2% | $5,617-98.7% | $5,306-98.6% |