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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 | $58,311-96.8% | $81,882-97.7% | $80,959-97.7% |
| Participation rate | 48.1% | 63.5%-15.3pp | 72.4%-24.2pp | 67.7%-19.5pp |
| Annual return | 0.00% | 41.85%-41.8pp | 779.47%-779.5pp | 35.67%-35.7pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $627 | $3,287-80.9% | $4,323-85.5% | $4,300-85.4% |
| Admin fee / account holder | $40 | $4,752-99.2% | $7,360-99.5% | $6,925-99.4% |