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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 | $1,835 | $58,391-96.9% | $76,667-97.6% | $72,976-97.5% |
| Participation rate | 53.6% | 67.4%-13.8pp | 72.1%-18.5pp | 69.5%-15.9pp |
| Annual return | 0.00% | 2306.65%-2306.6pp | 1166.74%-1166.7pp | 81.02%-81.0pp |
| Employer contribution / active EE | $775 | $1,787-56.6% | $2,303-66.3% | $2,440-68.2% |
| Participant deferral / active EE | $392 | $2,690-85.4% | $3,336-88.3% | $3,608-89.1% |
| Admin fee / account holder | $0 | $4,014-100.0% | $6,423-100.0% | $5,124-100.0% |