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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 | $3,104 | $114,093-97.3% | $96,171-96.8% | $167,536-98.1% |
| Participation rate | 27.8% | 75.1%-47.3pp | 68.4%-40.7pp | 82.1%-54.3pp |
| Annual return | 0.00% | 190.00%-190.0pp | 192.04%-192.0pp | 478.82%-478.8pp |
| Employer contribution / active EE | $415 | $3,429-87.9% | $2,799-85.2% | $4,839-91.4% |
| Participant deferral / active EE | $415 | $5,197-92.0% | $4,350-90.5% | $6,342-93.5% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,315-100.0% |