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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 | $2,323 | $60,119-96.1% | $90,430-97.4% | $79,858-97.1% |
| Participation rate | 29.2% | 65.0%-35.8pp | 72.7%-43.5pp | 69.6%-40.5pp |
| Annual return | 0.00% | 71.94%-71.9pp | 1293.73%-1293.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $316 | $2,068-84.7% | $3,262-90.3% | $2,471-87.2% |
| Participant deferral / active EE | $473 | $2,938-83.9% | $3,963-88.1% | $3,740-87.3% |
| Admin fee / account holder | $128 | $3,976-96.8% | $5,613-97.7% | $5,306-97.6% |