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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 | $2,551 | $58,258-95.6% | $81,820-96.9% | $80,925-96.8% |
| Participation rate | 36.8% | 63.5%-26.6pp | 72.4%-35.5pp | 67.7%-30.8pp |
| Annual return | 0.00% | 41.76%-41.8pp | 777.93%-777.9pp | 35.65%-35.6pp |
| Employer contribution / active EE | $327 | $2,345-86.0% | $2,915-88.8% | $2,756-88.1% |
| Participant deferral / active EE | $585 | $3,284-82.2% | $4,323-86.5% | $4,299-86.4% |
| Admin fee / account holder | $8 | $4,976-99.8% | $7,391-99.9% | $6,940-99.9% |