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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 | $1,783 | $39,028-95.4% | $80,741-97.8% | $85,856-97.9% |
| Participation rate | 12.2% | 41.6%-29.3pp | 54.2%-41.9pp | 69.3%-57.1pp |
| Annual return | 0.00% | 26.31%-26.3pp | 87.30%-87.3pp | 318.58%-318.6pp |
| Employer contribution / active EE | $125 | $722-82.7% | $1,160-89.2% | $2,565-95.1% |
| Participant deferral / active EE | $155 | $1,326-88.3% | $2,145-92.8% | $3,952-96.1% |
| Admin fee / account holder | $6 | $2,429-99.8% | $3,380-99.8% | $6,261-99.9% |