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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 | $1,831 | $121,701-98.5% | $104,639-98.3% | $158,982-98.8% |
| Participation rate | 33.3% | 77.5%-44.2pp | 74.1%-40.7pp | 82.0%-48.6pp |
| Annual return | 0.00% | 465.72%-465.7pp | 340.67%-340.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $235 | $3,165-92.6% | $2,682-91.2% | $4,763-95.1% |
| Participant deferral / active EE | $356 | $4,176-91.5% | $3,738-90.5% | $5,983-94.0% |
| Admin fee / account holder | $0 | $7,778-100.0% | $6,465-100.0% | $11,252-100.0% |