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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 | $1,655 | $103,008-98.4% | $90,304-98.2% | $152,897-98.9% |
| Participation rate | 38.1% | 75.9%-37.8pp | 73.3%-35.2pp | 82.5%-44.4pp |
| Annual return | 0.00% | 95.22%-95.2pp | 78.13%-78.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $252 | $3,139-92.0% | $2,855-91.2% | $4,764-94.7% |
| Participant deferral / active EE | $623 | $4,281-85.5% | $3,885-84.0% | $5,851-89.4% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |