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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 | $2,928 | $155,833-98.1% | $124,693-97.7% | $167,518-98.3% |
| Participation rate | 61.1% | 81.1%-20.0pp | 74.6%-13.5pp | 82.1%-21.0pp |
| Annual return | 0.00% | 17.98%-18.0pp | 5144.19%-5144.2pp | 478.71%-478.7pp |
| Employer contribution / active EE | $939 | $4,164-77.5% | $3,324-71.8% | $4,838-80.6% |
| Participant deferral / active EE | $1,135 | $5,675-80.0% | $4,615-75.4% | $6,342-82.1% |
| Admin fee / account holder | $0 | $9,534-100.0% | $7,494-100.0% | $12,312-100.0% |