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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 | $1,930 | $114,073-98.3% | $96,161-98.0% | $167,518-98.8% |
| Participation rate | 50.0% | 75.1%-25.1pp | 68.4%-18.4pp | 82.1%-32.1pp |
| Annual return | 0.00% | 189.95%-189.9pp | 192.01%-192.0pp | 478.71%-478.7pp |
| Employer contribution / active EE | $407 | $3,428-88.1% | $2,798-85.5% | $4,838-91.6% |
| Participant deferral / active EE | $508 | $5,195-90.2% | $4,349-88.3% | $6,342-92.0% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,312-100.0% |