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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 | $5,008 | $103,008-95.1% | $90,304-94.5% | $152,897-96.7% |
| Participation rate | 15.4% | 75.9%-60.5pp | 73.3%-57.9pp | 82.5%-67.1pp |
| Annual return | 0.00% | 95.22%-95.2pp | 78.13%-78.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $300 | $3,139-90.5% | $2,855-89.5% | $4,764-93.7% |
| Participant deferral / active EE | $451 | $4,281-89.5% | $3,885-88.4% | $5,851-92.3% |
| Admin fee / account holder | $5 | $6,175-99.9% | $5,354-99.9% | $11,599-100.0% |