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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 | $2,115 | $95,979-97.8% | $74,551-97.2% | $135,380-98.4% |
| Participation rate | 40.0% | 75.7%-35.7pp | 69.1%-29.1pp | 82.6%-42.6pp |
| Annual return | 0.00% | 56.97%-57.0pp | 32.53%-32.5pp | 519.81%-519.8pp |
| Employer contribution / active EE | $450 | $2,716-83.4% | $1,961-77.0% | $4,779-90.6% |
| Participant deferral / active EE | $468 | $3,844-87.8% | $3,108-84.9% | $5,609-91.7% |
| Admin fee / account holder | $5 | $6,522-99.9% | $5,059-99.9% | $10,828-100.0% |