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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 | $4,569 | $109,863-95.8% | $98,477-95.4% | $167,518-97.3% |
| Participation rate | 35.0% | 75.8%-40.8pp | 73.3%-38.3pp | 82.1%-47.1pp |
| Annual return | 0.00% | 1958.09%-1958.1pp | 1493.59%-1493.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $673 | $3,225-79.1% | $2,961-77.3% | $4,838-86.1% |
| Participant deferral / active EE | $865 | $4,673-81.5% | $4,276-79.8% | $6,342-86.4% |
| Admin fee / account holder | $20 | $6,755-99.7% | $5,951-99.7% | $12,312-99.8% |