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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 | $1,875 | $58,258-96.8% | $81,820-97.7% | $80,925-97.7% |
| Participation rate | 48.1% | 63.5%-15.3pp | 72.4%-24.2pp | 67.7%-19.5pp |
| Annual return | 0.00% | 41.76%-41.8pp | 777.93%-777.9pp | 35.65%-35.6pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $627 | $3,284-80.9% | $4,323-85.5% | $4,299-85.4% |
| Admin fee / account holder | $40 | $4,976-99.2% | $7,391-99.5% | $6,940-99.4% |