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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 | $13,782 | $56,640-75.7% | $78,002-82.3% | $55,167-75.0% |
| Participation rate | 35.1% | 73.3%-38.2pp | 75.5%-40.4pp | 69.0%-33.9pp |
| Annual return | 0.00% | 2868.48%-2868.5pp | 425.99%-426.0pp | 169.23%-169.2pp |
| Employer contribution / active EE | $0 | $1,724-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $479 | $2,778-82.7% | $3,497-86.3% | $3,054-84.3% |
| Admin fee / account holder | $23 | $467-95.0% | $5,481-99.6% | $504-95.4% |