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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 | $2,617 | $84,713-96.9% | $75,717-96.5% | $167,518-98.4% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.8%-24.8pp | 82.1%-32.1pp |
| Annual return | 0.00% | 199.49%-199.5pp | 104.58%-104.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $561 | $3,229-82.6% | $2,743-79.6% | $4,838-88.4% |
| Participant deferral / active EE | $701 | $4,578-84.7% | $3,821-81.7% | $6,342-89.0% |
| Admin fee / account holder | $2 | $5,357-100.0% | $3,619-99.9% | $12,312-100.0% |