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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 | $2,867 | $99,011-97.1% | $86,582-96.7% | $147,586-98.1% |
| Participation rate | 15.4% | 76.3%-61.0pp | 73.5%-58.2pp | 82.8%-67.4pp |
| Annual return | 0.00% | 1312.75%-1312.7pp | 965.08%-965.1pp | 578.59%-578.6pp |
| Employer contribution / active EE | $135 | $3,132-95.7% | $2,839-95.2% | $4,876-97.2% |
| Participant deferral / active EE | $298 | $3,972-92.5% | $3,609-91.7% | $5,439-94.5% |
| Admin fee / account holder | $4 | $5,709-99.9% | $4,904-99.9% | $10,886-100.0% |