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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 | $1,076 | $60,504-98.2% | $81,882-98.7% | $74,478-98.6% |
| Participation rate | 4.2% | 62.9%-58.7pp | 72.4%-68.2pp | 67.2%-63.0pp |
| Annual return | 0.00% | 16.91%-16.9pp | 779.47%-779.5pp | 1370.56%-1370.6pp |
| Employer contribution / active EE | $0 | $2,627-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $46 | $3,400-98.6% | $4,323-98.9% | $4,350-98.9% |
| Admin fee / account holder | $10 | $1,492-99.3% | $7,360-99.9% | $1,946-99.5% |