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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 | $2,975 | $84,684-96.5% | $73,835-96.0% | $125,388-97.6% |
| Participation rate | 13.0% | 76.8%-63.7pp | 73.4%-60.4pp | 83.2%-70.1pp |
| Annual return | 0.00% | 3123.93%-3123.9pp | 2268.13%-2268.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $203 | $3,123-93.5% | $2,788-92.7% | $4,866-95.8% |
| Participant deferral / active EE | $322 | $3,993-91.9% | $3,583-91.0% | $5,352-94.0% |
| Admin fee / account holder | $1 | $5,691-100.0% | $4,880-100.0% | $9,541-100.0% |