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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 | $840 | $45,900-98.2% | $94,057-99.1% | $64,340-98.7% |
| Participation rate | 65.8% | 50.6%+15.2pp | 73.3%-7.5pp | 55.2%+10.6pp |
| Annual return | 0.00% | 50.47%-50.5pp | 480.62%-480.6pp | 24.14%-24.1pp |
| Employer contribution / active EE | $261 | $1,612-83.8% | $2,933-91.1% | $1,862-86.0% |
| Participant deferral / active EE | $395 | $2,102-81.2% | $4,709-91.6% | $2,980-86.7% |
| Admin fee / account holder | $52 | $3,143-98.3% | $7,244-99.3% | $3,703-98.6% |