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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 | $1,387 | $27,800-95.0% | $58,544-97.6% | $71,495-98.1% |
| Participation rate | 22.9% | 34.6%-11.7pp | 50.9%-28.0pp | 67.9%-45.1pp |
| Annual return | 0.00% | 26.80%-26.8pp | 4249.56%-4249.6pp | 28.85%-28.9pp |
| Employer contribution / active EE | $166 | $632-73.7% | $1,053-84.2% | $2,589-93.6% |
| Participant deferral / active EE | $199 | $1,208-83.5% | $1,923-89.6% | $4,291-95.4% |
| Admin fee / account holder | $3 | $1,637-99.8% | $2,520-99.9% | $1,588-99.8% |