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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 | $2,286 | $91,695-97.5% | $67,575-96.6% | $77,736-97.1% |
| Participation rate | 9.6% | 76.0%-66.4pp | 72.9%-63.3pp | 70.6%-61.0pp |
| Annual return | 0.00% | 14.88%-14.9pp | 3528.98%-3529.0pp | 31.26%-31.3pp |
| Employer contribution / active EE | $0 | $3,189-100.0% | $2,736-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $90 | $3,912-97.7% | $4,003-97.7% | $4,651-98.1% |
| Admin fee / account holder | $73 | $245-70.1% | $3,993-98.2% | $433-83.1% |