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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 | $1,548 | $138,076-98.9% | $123,553-98.7% | $135,380-98.9% |
| Participation rate | 56.5% | 84.7%-28.2pp | 82.3%-25.8pp | 82.6%-26.1pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.21%-119.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $994 | $6,800-85.4% | $6,426-84.5% | $5,609-82.3% |
| Admin fee / account holder | $98 | $10,917-99.1% | $9,284-98.9% | $10,828-99.1% |