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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 | $11,878 | $150,446-92.1% | $136,297-91.3% | $147,585-92.0% |
| Participation rate | 15.4% | 84.4%-69.0pp | 81.9%-66.5pp | 82.8%-67.4pp |
| Annual return | 0.00% | 1049.14%-1049.1pp | 5156.19%-5156.2pp | 578.58%-578.6pp |
| Employer contribution / active EE | $960 | $5,256-81.7% | $4,696-79.6% | $4,876-80.3% |
| Participant deferral / active EE | $1,621 | $6,631-75.5% | $6,247-74.0% | $5,439-70.2% |
| Admin fee / account holder | $46 | $10,906-99.6% | $9,244-99.5% | $10,886-99.6% |