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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 | $5,575 | $124,175-95.5% | $108,405-94.9% | $167,536-96.7% |
| Participation rate | 57.1% | 82.3%-25.2pp | 80.1%-23.0pp | 82.1%-25.0pp |
| Annual return | 0.00% | 1380.13%-1380.1pp | 905.55%-905.5pp | 478.82%-478.8pp |
| Employer contribution / active EE | $485 | $4,188-88.4% | $3,559-86.4% | $4,839-90.0% |
| Participant deferral / active EE | $1,267 | $6,908-81.7% | $6,563-80.7% | $6,342-80.0% |
| Admin fee / account holder | $12 | $9,457-99.9% | $7,297-99.8% | $12,315-99.9% |