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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 | $1,820 | $67,372-97.3% | $60,906-97.0% | $134,532-98.6% |
| Participation rate | 18.2% | 76.2%-58.0pp | 73.1%-54.9pp | 81.2%-63.0pp |
| Annual return | 0.00% | 50.05%-50.0pp | 16.94%-16.9pp | 418.27%-418.3pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $2,703-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $325 | $4,532-92.8% | $3,814-91.5% | $6,401-94.9% |
| Admin fee / account holder | $2 | $4,588-100.0% | $3,227-99.9% | $11,429-100.0% |