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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 | $1,897 | $106,551-98.2% | $91,225-97.9% | $134,532-98.6% |
| Participation rate | 40.0% | 76.8%-36.8pp | 73.2%-33.2pp | 81.2%-41.2pp |
| Annual return | 0.00% | 160.78%-160.8pp | 114.12%-114.1pp | 418.27%-418.3pp |
| Employer contribution / active EE | $371 | $3,331-88.9% | $2,851-87.0% | $4,741-92.2% |
| Participant deferral / active EE | $371 | $4,718-92.1% | $4,233-91.2% | $6,401-94.2% |
| Admin fee / account holder | $1 | $6,234-100.0% | $5,422-100.0% | $11,429-100.0% |