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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 | $1,119 | $108,226-99.0% | $77,513-98.6% | $158,950-99.3% |
| Participation rate | 5.0% | 64.4%-59.4pp | 54.2%-49.2pp | 82.0%-77.0pp |
| Annual return | 0.00% | 31.67%-31.7pp | 54.81%-54.8pp | 302.91%-302.9pp |
| Employer contribution / active EE | $11 | $1,325-99.1% | $987-98.8% | $4,762-99.8% |
| Participant deferral / active EE | $43 | $2,456-98.3% | $1,861-97.7% | $5,983-99.3% |
| Admin fee / account holder | $0 | $3,710-100.0% | $2,859-100.0% | $11,248-100.0% |