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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 | $6,131 | $96,388-93.6% | $80,627-92.4% | $139,466-95.6% |
| Participation rate | 38.5% | 73.6%-35.2pp | 67.0%-28.6pp | 80.3%-41.9pp |
| Annual return | 0.00% | 1352.08%-1352.1pp | 936.76%-936.8pp | 373.66%-373.7pp |
| Employer contribution / active EE | $541 | $3,260-83.4% | $2,723-80.1% | $4,754-88.6% |
| Participant deferral / active EE | $679 | $5,224-87.0% | $4,443-84.7% | $6,712-89.9% |
| Admin fee / account holder | $95 | $6,603-98.6% | $5,381-98.2% | $11,409-99.2% |