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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 | $1,519 | $60,119-97.5% | $90,430-98.3% | $79,858-98.1% |
| Participation rate | 58.8% | 65.0%-6.2pp | 72.7%-13.9pp | 69.6%-10.8pp |
| Annual return | 0.00% | 71.94%-71.9pp | 1293.73%-1293.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $414 | $2,068-80.0% | $3,262-87.3% | $2,471-83.2% |
| Participant deferral / active EE | $501 | $2,938-82.9% | $3,963-87.3% | $3,740-86.6% |
| Admin fee / account holder | $52 | $3,976-98.7% | $5,613-99.1% | $5,306-99.0% |