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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 | $1,978 | $112,933-98.2% | $90,970-97.8% | $158,982-98.8% |
| Participation rate | 60.0% | 74.7%-14.7pp | 69.0%-9.0pp | 82.0%-22.0pp |
| Annual return | 0.00% | 215.82%-215.8pp | 134.60%-134.6pp | 302.99%-303.0pp |
| Employer contribution / active EE | $450 | $2,893-84.5% | $2,122-78.8% | $4,763-90.6% |
| Participant deferral / active EE | $567 | $4,128-86.3% | $3,373-83.2% | $5,983-90.5% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |