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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 | $1,250 | $129,476-99.0% | $93,515-98.7% | $158,982-99.2% |
| Participation rate | 25.0% | 71.0%-46.0pp | 66.8%-41.8pp | 82.0%-57.0pp |
| Annual return | 0.00% | 118.56%-118.6pp | 78.21%-78.2pp | 302.99%-303.0pp |
| Employer contribution / active EE | $77 | $2,717-97.2% | $2,077-96.3% | $4,763-98.4% |
| Participant deferral / active EE | $231 | $3,916-94.1% | $3,129-92.6% | $5,983-96.1% |
| Admin fee / account holder | $0 | $7,396-100.0% | $5,235-100.0% | $11,252-100.0% |