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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 | $2,557 | $90,107-97.2% | $182,262-98.6% | $69,733-96.3% |
| Participation rate | 57.3% | 64.8%-7.5pp | 84.2%-26.9pp | 62.5%-5.1pp |
| Annual return | 0.00% | 95.58%-95.6pp | 140.60%-140.6pp | 15.22%-15.2pp |
| Employer contribution / active EE | $703 | $3,043-76.9% | $5,046-86.1% | $2,250-68.8% |
| Participant deferral / active EE | $867 | $5,135-83.1% | $8,276-89.5% | $3,054-71.6% |
| Admin fee / account holder | $238 | $3,377-93.0% | $16,712-98.6% | $3,102-92.3% |