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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 | $4,326 | $171,867-97.5% | $149,721-97.1% | $147,586-97.1% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 0.00% | 2113.36%-2113.4pp | 1501.67%-1501.7pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,917 | $6,275-69.4% | $5,444-64.8% | $4,876-60.7% |
| Participant deferral / active EE | $2,392 | $7,270-67.1% | $6,568-63.6% | $5,439-56.0% |
| Admin fee / account holder | $200 | $13,799-98.6% | $11,282-98.2% | $10,886-98.2% |