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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 | $1,241 | $184,000-99.3% | $162,185-99.2% | $152,909-99.2% |
| Participation rate | 38.9% | 88.5%-49.6pp | 87.6%-48.7pp | 82.5%-43.6pp |
| Annual return | 0.00% | 150.80%-150.8pp | 115.61%-115.6pp | 345.46%-345.5pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $517 | $8,033-93.6% | $7,297-92.9% | $5,851-91.2% |
| Admin fee / account holder | $132 | $13,124-99.0% | $10,844-98.8% | $11,601-98.9% |