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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 | $3,917 | $106,549-96.3% | $91,225-95.7% | $134,509-97.1% |
| Participation rate | 11.1% | 76.8%-65.7pp | 73.2%-62.1pp | 81.2%-70.1pp |
| Annual return | 0.00% | 160.73%-160.7pp | 114.10%-114.1pp | 418.13%-418.1pp |
| Employer contribution / active EE | $485 | $3,331-85.4% | $2,851-83.0% | $4,741-89.8% |
| Participant deferral / active EE | $441 | $4,719-90.6% | $4,234-89.6% | $6,400-93.1% |
| Admin fee / account holder | $22 | $6,234-99.6% | $5,422-99.6% | $11,427-99.8% |