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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 | $1,528 | $95,979-98.4% | $74,551-98.0% | $135,380-98.9% |
| Participation rate | 58.3% | 75.7%-17.3pp | 69.1%-10.8pp | 82.6%-24.3pp |
| Annual return | 0.00% | 56.97%-57.0pp | 32.53%-32.5pp | 519.81%-519.8pp |
| Employer contribution / active EE | $393 | $2,716-85.6% | $1,961-80.0% | $4,779-91.8% |
| Participant deferral / active EE | $514 | $3,844-86.6% | $3,108-83.5% | $5,609-90.8% |
| Admin fee / account holder | $7 | $6,522-99.9% | $5,059-99.9% | $10,828-99.9% |