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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 | $2,302 | $65,555-96.5% | $86,216-97.3% | $75,173-96.9% |
| Participation rate | 57.9% | 60.5%-2.6pp | 69.0%-11.1pp | 67.2%-9.3pp |
| Annual return | 0.00% | 46.07%-46.1pp | 1169.42%-1169.4pp | 160.72%-160.7pp |
| Employer contribution / active EE | $779 | $1,553-49.8% | $2,382-67.3% | $2,671-70.8% |
| Participant deferral / active EE | $973 | $3,023-67.8% | $3,986-75.6% | $4,126-76.4% |
| Admin fee / account holder | $11 | $5,469-99.8% | $6,853-99.8% | $5,651-99.8% |