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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 | $3,567 | $755,339-99.5% | $379,746-99.1% | $158,966-97.8% |
| Participation rate | 46.2% | 81.8%-35.6pp | 78.4%-32.3pp | 82.0%-35.8pp |
| Annual return | 0.00% | 53.41%-53.4pp | 34.90%-34.9pp | 302.95%-302.9pp |
| Employer contribution / active EE | $0 | $4,685-100.0% | $3,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,537 | $7,938-80.6% | $6,024-74.5% | $5,983-74.3% |
| Admin fee / account holder | $2 | $14,482-100.0% | $7,927-100.0% | $11,250-100.0% |