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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 | $3,401 | $106,557-96.8% | $91,227-96.3% | $134,545-97.5% |
| Participation rate | 28.6% | 76.8%-48.2pp | 73.2%-44.6pp | 81.2%-52.7pp |
| Annual return | 0.00% | 160.81%-160.8pp | 114.14%-114.1pp | 418.37%-418.4pp |
| Employer contribution / active EE | $434 | $3,332-87.0% | $2,851-84.8% | $4,742-90.9% |
| Participant deferral / active EE | $555 | $4,719-88.2% | $4,234-86.9% | $6,401-91.3% |
| Admin fee / account holder | $8 | $6,235-99.9% | $5,423-99.9% | $11,431-99.9% |