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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 | $1,310 | $52,353-97.5% | $120,225-98.9% | $82,448-98.4% |
| Participation rate | 39.3% | 58.3%-19.0pp | 69.6%-30.3pp | 68.1%-28.8pp |
| Annual return | 0.00% | 61.85%-61.8pp | 439.23%-439.2pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $586 | $2,627-77.7% | $3,999-85.4% | $4,139-85.8% |
| Admin fee / account holder | $76 | $4,363-98.3% | $5,696-98.7% | $7,234-99.0% |