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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 | $2,957 | $56,200-94.7% | $67,653-95.6% | $59,633-95.0% |
| Participation rate | 57.1% | 71.5%-14.3pp | 75.7%-18.5pp | 68.7%-11.5pp |
| Annual return | 0.00% | 18506.71%-18506.7pp | 6625.22%-6625.2pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $764 | $2,843-73.1% | $3,560-78.5% | $3,192-76.1% |
| Admin fee / account holder | $28 | $3,959-99.3% | $4,821-99.4% | $4,297-99.3% |