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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 | $1,453 | $65,423-97.8% | $98,477-98.5% | $85,856-98.3% |
| Participation rate | 18.5% | 65.0%-46.5pp | 73.3%-54.8pp | 69.3%-50.8pp |
| Annual return | 0.00% | 21.76%-21.8pp | 1493.59%-1493.6pp | 318.58%-318.6pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $263 | $3,167-91.7% | $4,276-93.8% | $3,952-93.3% |
| Admin fee / account holder | $2 | $4,594-100.0% | $5,951-100.0% | $6,261-100.0% |