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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 | $4,027 | $109,872-96.3% | $98,483-95.9% | $167,536-97.6% |
| Participation rate | 40.0% | 75.8%-35.8pp | 73.3%-33.3pp | 82.1%-42.1pp |
| Annual return | 0.00% | 1959.31%-1959.3pp | 1494.38%-1494.4pp | 478.82%-478.8pp |
| Employer contribution / active EE | $759 | $3,225-76.5% | $2,961-74.4% | $4,839-84.3% |
| Participant deferral / active EE | $837 | $4,673-82.1% | $4,276-80.4% | $6,342-86.8% |
| Admin fee / account holder | $25 | $6,757-99.6% | $5,953-99.6% | $12,315-99.8% |