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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 | $3,564 | $109,872-96.8% | $98,483-96.4% | $167,536-97.9% |
| Participation rate | 22.2% | 75.8%-53.6pp | 73.3%-51.1pp | 82.1%-59.9pp |
| Annual return | 0.00% | 1959.31%-1959.3pp | 1494.38%-1494.4pp | 478.82%-478.8pp |
| Employer contribution / active EE | $375 | $3,225-88.4% | $2,961-87.3% | $4,839-92.2% |
| Participant deferral / active EE | $389 | $4,673-91.7% | $4,276-90.9% | $6,342-93.9% |
| Admin fee / account holder | $7 | $6,757-99.9% | $5,953-99.9% | $12,315-99.9% |