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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 | $2,666 | $124,187-97.9% | $108,410-97.5% | $167,497-98.4% |
| Participation rate | 60.0% | 82.3%-22.3pp | 80.1%-20.1pp | 82.1%-22.1pp |
| Annual return | 0.00% | 1379.80%-1379.8pp | 905.34%-905.3pp | 478.62%-478.6pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,235 | $6,908-82.1% | $6,562-81.2% | $6,341-80.5% |
| Admin fee / account holder | $4 | $9,456-100.0% | $7,296-99.9% | $12,310-100.0% |