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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 | $2,921 | $93,098-96.9% | $77,081-96.2% | $134,509-97.8% |
| Participation rate | 33.3% | 74.5%-41.2pp | 67.9%-34.6pp | 81.2%-47.9pp |
| Annual return | 0.00% | 62.63%-62.6pp | 42.33%-42.3pp | 418.13%-418.1pp |
| Employer contribution / active EE | $386 | $3,419-88.7% | $2,813-86.3% | $4,741-91.9% |
| Participant deferral / active EE | $579 | $5,239-89.0% | $4,428-86.9% | $6,400-91.0% |
| Admin fee / account holder | $1 | $6,945-100.0% | $5,427-100.0% | $11,427-100.0% |