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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 | $2,040 | $60,128-96.6% | $90,440-97.7% | $79,852-97.4% |
| Participation rate | 42.1% | 65.0%-22.9pp | 72.7%-30.6pp | 69.6%-27.5pp |
| Annual return | 0.00% | 71.95%-71.9pp | 1294.38%-1294.4pp | 31.72%-31.7pp |
| Employer contribution / active EE | $247 | $2,068-88.1% | $3,263-92.4% | $2,471-90.0% |
| Participant deferral / active EE | $594 | $2,939-79.8% | $3,964-85.0% | $3,740-84.1% |
| Admin fee / account holder | $69 | $3,977-98.3% | $5,615-98.8% | $5,306-98.7% |