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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 | $7,381 | $77,145-90.4% | $108,410-93.2% | $85,856-91.4% |
| Participation rate | 24.0% | 74.7%-50.7pp | 80.1%-56.1pp | 69.3%-45.3pp |
| Annual return | 0.00% | 44.54%-44.5pp | 905.34%-905.3pp | 318.58%-318.6pp |
| Employer contribution / active EE | $315 | $2,379-86.8% | $3,558-91.2% | $2,565-87.7% |
| Participant deferral / active EE | $2,482 | $5,566-55.4% | $6,562-62.2% | $3,952-37.2% |
| Admin fee / account holder | $0 | $5,172-100.0% | $7,296-100.0% | $6,261-100.0% |