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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 | $1,867 | $96,643-98.1% | $86,617-97.8% | $139,456-98.7% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 0.00% | 106.57%-106.6pp | 591.91%-591.9pp | 373.45%-373.4pp |
| Employer contribution / active EE | $356 | $3,264-89.1% | $3,023-88.2% | $4,753-92.5% |
| Participant deferral / active EE | $709 | $4,835-85.3% | $4,437-84.0% | $6,711-89.4% |
| Admin fee / account holder | $41 | $6,406-99.4% | $5,613-99.3% | $11,407-99.6% |