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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 | $2,002 | $100,895-98.0% | $90,430-97.8% | $158,950-98.7% |
| Participation rate | 40.9% | 75.0%-34.1pp | 72.7%-31.8pp | 82.0%-41.1pp |
| Annual return | 0.00% | 1725.54%-1725.5pp | 1293.73%-1293.7pp | 302.91%-302.9pp |
| Employer contribution / active EE | $319 | $3,689-91.3% | $3,262-90.2% | $4,762-93.3% |
| Participant deferral / active EE | $490 | $4,347-88.7% | $3,963-87.6% | $5,983-91.8% |
| Admin fee / account holder | $68 | $6,505-99.0% | $5,613-98.8% | $11,248-99.4% |