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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 | $4,245 | $85,766-95.1% | $136,297-96.9% | $70,131-93.9% |
| Participation rate | 29.0% | 74.2%-45.1pp | 81.9%-52.9pp | 69.5%-40.5pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5156.16%-5156.2pp | 73.14%-73.1pp |
| Employer contribution / active EE | $524 | $2,966-82.3% | $4,696-88.9% | $2,342-77.7% |
| Participant deferral / active EE | $866 | $5,051-82.9% | $6,247-86.1% | $3,332-74.0% |
| Admin fee / account holder | $14 | $5,420-99.7% | $9,244-99.8% | $4,645-99.7% |