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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 | $2,442 | $96,678-97.5% | $86,640-97.2% | $139,466-98.2% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 0.00% | 106.69%-106.7pp | 592.52%-592.5pp | 373.66%-373.7pp |
| Employer contribution / active EE | $636 | $3,265-80.5% | $3,024-79.0% | $4,754-86.6% |
| Participant deferral / active EE | $715 | $4,837-85.2% | $4,438-83.9% | $6,712-89.3% |
| Admin fee / account holder | $1 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |