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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 | $2,191 | $114,073-98.1% | $96,161-97.7% | $167,518-98.7% |
| Participation rate | 16.7% | 75.1%-58.4pp | 68.4%-51.8pp | 82.1%-65.4pp |
| Annual return | 0.00% | 189.95%-189.9pp | 192.01%-192.0pp | 478.71%-478.7pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $2,798-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $352 | $5,195-93.2% | $4,349-91.9% | $6,342-94.4% |
| Admin fee / account holder | $4 | $6,899-99.9% | $5,538-99.9% | $12,312-100.0% |