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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 | $4,473 | $82,630-94.6% | $64,105-93.0% | $125,388-96.4% |
| Participation rate | 20.0% | 75.9%-55.9pp | 68.2%-48.2pp | 83.2%-63.2pp |
| Annual return | -2.07% | 1489.72%-1491.8pp | 791.24%-793.3pp | 282.24%-284.3pp |
| Employer contribution / active EE | $398 | $2,671-85.1% | $1,820-78.1% | $4,866-91.8% |
| Participant deferral / active EE | $650 | $3,608-82.0% | $2,822-77.0% | $5,352-87.9% |
| Admin fee / account holder | $9 | $6,382-99.9% | $4,499-99.8% | $9,541-99.9% |