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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 | $3,771 | $114,130-96.7% | $96,192-96.1% | $167,553-97.7% |
| Participation rate | 40.9% | 75.1%-34.2pp | 68.4%-27.5pp | 82.1%-41.2pp |
| Annual return | 0.00% | 190.07%-190.1pp | 192.09%-192.1pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,358 | $3,431-60.4% | $2,799-51.5% | $4,840-71.9% |
| Participant deferral / active EE | $152 | $5,198-97.1% | $4,351-96.5% | $6,343-97.6% |
| Admin fee / account holder | $13 | $6,901-99.8% | $5,539-99.8% | $12,316-99.9% |