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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 | $5,813 | $65,440-91.1% | $98,506-94.1% | $85,851-93.2% |
| Participation rate | 20.5% | 65.0%-44.6pp | 73.3%-52.9pp | 69.3%-48.9pp |
| Annual return | 0.00% | 21.75%-21.8pp | 1494.92%-1494.9pp | 318.63%-318.6pp |
| Employer contribution / active EE | $581 | $2,169-73.2% | $2,961-80.4% | $2,565-77.3% |
| Participant deferral / active EE | $601 | $3,168-81.0% | $4,277-86.0% | $3,952-84.8% |
| Admin fee / account holder | $0 | $4,596-100.0% | $5,955-100.0% | $6,261-100.0% |