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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 | $1,720 | $93,098-98.2% | $77,081-97.8% | $134,509-98.7% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | 0.00% | 62.63%-62.6pp | 42.33%-42.3pp | 418.13%-418.1pp |
| Employer contribution / active EE | $415 | $3,419-87.9% | $2,813-85.2% | $4,741-91.2% |
| Participant deferral / active EE | $415 | $5,239-92.1% | $4,428-90.6% | $6,400-93.5% |
| Admin fee / account holder | $0 | $6,945-100.0% | $5,427-100.0% | $11,427-100.0% |