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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 | $1,506 | $84,697-98.2% | $73,845-98.0% | $125,393-98.8% |
| Participation rate | 60.0% | 76.8%-16.8pp | 73.4%-13.4pp | 83.2%-23.2pp |
| Annual return | -2.16% | 3123.66%-3125.8pp | 2267.91%-2270.1pp | 282.23%-284.4pp |
| Employer contribution / active EE | $209 | $3,123-93.3% | $2,788-92.5% | $4,866-95.7% |
| Participant deferral / active EE | $319 | $3,993-92.0% | $3,583-91.1% | $5,351-94.0% |
| Admin fee / account holder | $0 | $5,692-100.0% | $4,881-100.0% | $9,541-100.0% |