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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 | $2,107 | $104,577-98.0% | $76,667-97.3% | $152,909-98.6% |
| Participation rate | 42.9% | 76.6%-33.8pp | 72.1%-29.2pp | 82.5%-39.6pp |
| Annual return | 0.00% | 1014.36%-1014.4pp | 1166.74%-1166.7pp | 345.46%-345.5pp |
| Employer contribution / active EE | $373 | $3,119-88.0% | $2,303-83.8% | $4,764-92.2% |
| Participant deferral / active EE | $484 | $4,237-88.6% | $3,336-85.5% | $5,851-91.7% |
| Admin fee / account holder | $8 | $12,290-99.9% | $6,423-99.9% | $11,601-99.9% |