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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 | $1,538 | $75,962-98.0% | $154,108-99.0% | $64,173-97.6% |
| Participation rate | 55.1% | 70.4%-15.3pp | 83.0%-27.9pp | 69.6%-14.5pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.21%-735.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $506 | $3,350-84.9% | $5,298-90.5% | $2,381-78.8% |
| Participant deferral / active EE | $600 | $3,175-81.1% | $5,081-88.2% | $3,470-82.7% |
| Admin fee / account holder | $57 | $5,589-99.0% | $13,411-99.6% | $4,887-98.8% |