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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 | $1,975 | $108,922-98.2% | $100,398-98.0% | $145,978-98.6% |
| Participation rate | 60.0% | 83.0%-23.0pp | 81.5%-21.5pp | 80.3%-20.3pp |
| Annual return | 0.00% | 58.04%-58.0pp | 49.32%-49.3pp | 550.52%-550.5pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,179 | $8,450-86.0% | $8,084-85.4% | $6,690-82.4% |
| Admin fee / account holder | $24 | $9,680-99.8% | $7,893-99.7% | $13,400-99.8% |