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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 | $6,769 | $85,766-92.1% | $136,295-95.0% | $70,131-90.3% |
| Participation rate | 57.1% | 74.2%-17.0pp | 81.9%-24.8pp | 69.5%-12.4pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5155.97%-5156.0pp | 73.14%-73.1pp |
| Employer contribution / active EE | $829 | $2,966-72.1% | $4,695-82.4% | $2,342-64.6% |
| Participant deferral / active EE | $2,083 | $5,051-58.8% | $6,247-66.7% | $3,332-37.5% |
| Admin fee / account holder | $59 | $5,420-98.9% | $9,243-99.4% | $4,645-98.7% |