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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 | $1,580 | $114,073-98.6% | $96,161-98.4% | $167,518-99.1% |
| Participation rate | 63.2% | 75.1%-11.9pp | 68.4%-5.3pp | 82.1%-19.0pp |
| Annual return | 0.00% | 189.95%-189.9pp | 192.01%-192.0pp | 478.71%-478.7pp |
| Employer contribution / active EE | $452 | $3,428-86.8% | $2,798-83.9% | $4,838-90.7% |
| Participant deferral / active EE | $612 | $5,195-88.2% | $4,349-85.9% | $6,342-90.3% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,312-100.0% |