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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 | $577 | $84,685-99.3% | $73,836-99.2% | $125,389-99.5% |
| Participation rate | 55.0% | 76.8%-21.8pp | 73.4%-18.4pp | 83.2%-28.2pp |
| Annual return | -1.02% | 3123.80%-3124.8pp | 2268.06%-2269.1pp | 282.24%-283.3pp |
| Employer contribution / active EE | $107 | $3,123-96.6% | $2,787-96.2% | $4,866-97.8% |
| Participant deferral / active EE | $136 | $3,993-96.6% | $3,583-96.2% | $5,352-97.5% |
| Admin fee / account holder | $0 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |