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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 | $1,280 | $96,678-98.7% | $86,640-98.5% | $139,466-99.1% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 0.00% | 106.69%-106.7pp | 592.52%-592.5pp | 373.66%-373.7pp |
| Employer contribution / active EE | $491 | $3,265-85.0% | $3,024-83.8% | $4,754-89.7% |
| Participant deferral / active EE | $491 | $4,837-89.8% | $4,438-88.9% | $6,712-92.7% |
| Admin fee / account holder | $3 | $6,410-100.0% | $5,616-99.9% | $11,409-100.0% |