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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 | $2,123 | $110,629-98.1% | $80,784-97.4% | $167,553-98.7% |
| Participation rate | 8.3% | 64.0%-55.6pp | 54.2%-45.8pp | 82.1%-73.8pp |
| Annual return | 0.00% | 120.58%-120.6pp | 87.31%-87.3pp | 478.89%-478.9pp |
| Employer contribution / active EE | $70 | $1,543-95.5% | $1,160-94.0% | $4,840-98.6% |
| Participant deferral / active EE | $105 | $2,871-96.3% | $2,145-95.1% | $6,343-98.3% |
| Admin fee / account holder | $1 | $4,547-100.0% | $3,380-100.0% | $12,316-100.0% |