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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 | $2,723 | $104,953-97.4% | $84,637-96.8% | $152,909-98.2% |
| Participation rate | 40.0% | 74.8%-34.8pp | 68.2%-28.2pp | 82.5%-42.5pp |
| Annual return | 0.00% | 373.94%-373.9pp | 258.82%-258.8pp | 345.46%-345.5pp |
| Employer contribution / active EE | $455 | $3,304-86.2% | $2,653-82.9% | $4,764-90.5% |
| Participant deferral / active EE | $574 | $4,691-87.8% | $3,900-85.3% | $5,851-90.2% |
| Admin fee / account holder | $0 | $6,244-100.0% | $4,914-100.0% | $11,601-100.0% |