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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 | $1,332 | $63,346-97.9% | $92,240-98.6% | $70,126-98.1% |
| Participation rate | 4.2% | 68.7%-64.4pp | 76.5%-72.3pp | 69.5%-65.3pp |
| Annual return | 0.00% | 530.19%-530.2pp | 176.29%-176.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $55 | $2,854-98.1% | $3,897-98.6% | $3,332-98.3% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |