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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 | $2,109 | $70,121-97.0% | $63,803-96.7% | $138,895-98.5% |
| Participation rate | 25.0% | 77.2%-52.2pp | 72.7%-47.7pp | 79.9%-54.9pp |
| Annual return | 0.00% | 946.48%-946.5pp | 543.72%-543.7pp | 145.39%-145.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $528 | $4,535-88.4% | $3,843-86.3% | $6,396-91.7% |
| Admin fee / account holder | $10 | $6,738-99.9% | $5,196-99.8% | $12,562-99.9% |