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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 | $1,073 | $175,231-99.4% | $149,696-99.3% | $139,466-99.2% |
| Participation rate | 21.1% | 83.4%-62.3pp | 78.8%-57.7pp | 80.3%-59.3pp |
| Annual return | 0.00% | 166.77%-166.8pp | 134.46%-134.5pp | 373.66%-373.7pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $108 | $6,521-98.3% | $5,682-98.1% | $6,712-98.4% |
| Admin fee / account holder | $5 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |