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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 | $3,118 | $57,312-94.6% | $86,617-96.4% | $75,181-95.9% |
| Participation rate | 40.0% | 63.2%-23.2pp | 71.7%-31.7pp | 67.2%-27.2pp |
| Annual return | 0.00% | 2672.78%-2672.8pp | 591.91%-591.9pp | 160.69%-160.7pp |
| Employer contribution / active EE | $469 | $2,315-79.7% | $3,023-84.5% | $2,671-82.4% |
| Participant deferral / active EE | $778 | $3,319-76.5% | $4,437-82.5% | $4,126-81.1% |
| Admin fee / account holder | $0 | $4,114-100.0% | $5,613-100.0% | $5,650-100.0% |