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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 | $1,769 | $109,863-98.4% | $98,477-98.2% | $167,518-98.9% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | 0.00% | 1958.09%-1958.1pp | 1493.59%-1493.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $333 | $3,225-89.7% | $2,961-88.7% | $4,838-93.1% |
| Participant deferral / active EE | $709 | $4,673-84.8% | $4,276-83.4% | $6,342-88.8% |
| Admin fee / account holder | $3 | $6,755-100.0% | $5,951-99.9% | $12,312-100.0% |