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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 | $1,146 | $147,727-99.2% | $115,756-99.0% | $134,545-99.1% |
| Participation rate | 50.0% | 80.4%-30.4pp | 77.1%-27.1pp | 81.2%-31.2pp |
| Annual return | 0.00% | 73.96%-74.0pp | 143.14%-143.1pp | 418.37%-418.4pp |
| Employer contribution / active EE | $0 | $4,713-100.0% | $3,793-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $577 | $7,563-92.4% | $6,254-90.8% | $6,401-91.0% |
| Admin fee / account holder | $0 | $14,571-100.0% | $8,124-100.0% | $11,431-100.0% |