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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 | $1,582 | $209,874-99.2% | $189,537-99.2% | $167,536-99.1% |
| Participation rate | 63.2% | 88.7%-25.5pp | 87.8%-24.6pp | 82.1%-19.0pp |
| Annual return | 0.00% | 748.61%-748.6pp | 555.34%-555.3pp | 478.82%-478.8pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $969 | $8,934-89.2% | $8,220-88.2% | $6,342-84.7% |
| Admin fee / account holder | $8 | $14,299-99.9% | $12,048-99.9% | $12,315-99.9% |