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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 | $3,344 | $109,863-97.0% | $98,477-96.6% | $167,518-98.0% |
| Participation rate | 22.2% | 75.8%-53.6pp | 73.3%-51.1pp | 82.1%-59.9pp |
| Annual return | 0.00% | 1958.09%-1958.1pp | 1493.59%-1493.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $285 | $3,225-91.2% | $2,961-90.4% | $4,838-94.1% |
| Participant deferral / active EE | $812 | $4,673-82.6% | $4,276-81.0% | $6,342-87.2% |
| Admin fee / account holder | $8 | $6,755-99.9% | $5,951-99.9% | $12,312-99.9% |