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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 | $2,608 | $171,867-98.5% | $149,718-98.3% | $147,585-98.2% |
| Participation rate | 33.3% | 88.2%-54.9pp | 87.1%-53.7pp | 82.8%-49.5pp |
| Annual return | 0.00% | 2113.36%-2113.4pp | 1501.70%-1501.7pp | 578.57%-578.6pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,356 | $7,270-81.4% | $6,568-79.4% | $5,439-75.1% |
| Admin fee / account holder | $268 | $13,799-98.1% | $11,283-97.6% | $10,885-97.5% |