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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 | $1,552 | $65,440-97.6% | $98,506-98.4% | $85,851-98.2% |
| Participation rate | 30.0% | 65.0%-35.0pp | 73.3%-43.3pp | 69.3%-39.3pp |
| Annual return | 0.00% | 21.75%-21.8pp | 1494.92%-1494.9pp | 318.63%-318.6pp |
| Employer contribution / active EE | $237 | $2,169-89.1% | $2,961-92.0% | $2,565-90.8% |
| Participant deferral / active EE | $266 | $3,168-91.6% | $4,277-93.8% | $3,952-93.3% |
| Admin fee / account holder | $0 | $4,596-100.0% | $5,955-100.0% | $6,261-100.0% |