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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 | $1,124 | $104,924-98.9% | $84,623-98.7% | $152,885-99.3% |
| Participation rate | 22.2% | 74.8%-52.6pp | 68.2%-46.0pp | 82.5%-60.2pp |
| Annual return | 0.00% | 373.82%-373.8pp | 258.77%-258.8pp | 345.39%-345.4pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $691 | $4,689-85.3% | $3,899-82.3% | $5,851-88.2% |
| Admin fee / account holder | $15 | $6,242-99.8% | $4,913-99.7% | $11,598-99.9% |