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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 | $3,366 | $124,187-97.3% | $108,410-96.9% | $167,518-98.0% |
| Participation rate | 56.3% | 82.3%-26.0pp | 80.1%-23.9pp | 82.1%-25.9pp |
| Annual return | 0.00% | 1379.80%-1379.8pp | 905.34%-905.3pp | 478.71%-478.7pp |
| Employer contribution / active EE | $643 | $4,187-84.7% | $3,558-81.9% | $4,838-86.7% |
| Participant deferral / active EE | $1,083 | $6,908-84.3% | $6,562-83.5% | $6,342-82.9% |
| Admin fee / account holder | $0 | $9,456-100.0% | $7,296-100.0% | $12,312-100.0% |