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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 | $2,008 | $49,897-96.0% | $80,648-97.5% | $75,177-97.3% |
| Participation rate | 27.0% | 55.3%-28.3pp | 67.0%-40.0pp | 67.2%-40.2pp |
| Annual return | 0.00% | 34.68%-34.7pp | 937.21%-937.2pp | 160.75%-160.8pp |
| Employer contribution / active EE | $331 | $1,699-80.5% | $2,724-87.8% | $2,671-87.6% |
| Participant deferral / active EE | $349 | $2,992-88.3% | $4,443-92.1% | $4,126-91.5% |
| Admin fee / account holder | $96 | $3,579-97.3% | $5,382-98.2% | $5,651-98.3% |