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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 | $2,997 | $59,448-95.0% | $93,696-96.8% | $74,459-96.0% |
| Participation rate | 36.6% | 59.6%-23.0pp | 68.7%-32.1pp | 67.2%-30.6pp |
| Annual return | 0.00% | 82.11%-82.1pp | 133.74%-133.7pp | 1369.70%-1369.7pp |
| Employer contribution / active EE | $353 | $1,266-72.1% | $2,422-85.4% | $2,626-86.6% |
| Participant deferral / active EE | $1,053 | $3,052-65.5% | $4,417-76.1% | $4,350-75.8% |
| Admin fee / account holder | $48 | $3,027-98.4% | $8,287-99.4% | $1,945-97.5% |