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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 | $2,307 | $38,365-94.0% | $84,637-97.3% | $65,186-96.5% |
| Participation rate | 1.0% | 55.7%-54.7pp | 68.2%-67.2pp | 70.2%-69.2pp |
| Annual return | 0.00% | 32.00%-32.0pp | 258.82%-258.8pp | 29.39%-29.4pp |
| Employer contribution / active EE | $0 | $1,258-100.0% | $2,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $21 | $2,278-99.1% | $3,900-99.5% | $3,514-99.4% |
| Admin fee / account holder | $2 | $451-99.6% | $4,914-100.0% | $847-99.8% |