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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 | $2,593 | $96,388-97.3% | $80,627-96.8% | $139,466-98.1% |
| Participation rate | 39.1% | 73.6%-34.5pp | 67.0%-27.9pp | 80.3%-41.2pp |
| Annual return | 0.00% | 1352.08%-1352.1pp | 936.76%-936.8pp | 373.66%-373.7pp |
| Employer contribution / active EE | $448 | $3,260-86.3% | $2,723-83.5% | $4,754-90.6% |
| Participant deferral / active EE | $517 | $5,224-90.1% | $4,443-88.4% | $6,712-92.3% |
| Admin fee / account holder | $13 | $6,603-99.8% | $5,381-99.8% | $11,409-99.9% |