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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 | $1,732 | $104,907-98.3% | $84,610-98.0% | $152,870-98.9% |
| Participation rate | 44.4% | 74.8%-30.4pp | 68.2%-23.8pp | 82.4%-38.0pp |
| Annual return | 0.00% | 373.79%-373.8pp | 258.74%-258.7pp | 345.34%-345.3pp |
| Employer contribution / active EE | $454 | $3,301-86.2% | $2,652-82.9% | $4,763-90.5% |
| Participant deferral / active EE | $543 | $4,688-88.4% | $3,899-86.1% | $5,850-90.7% |
| Admin fee / account holder | $179 | $6,241-97.1% | $4,912-96.4% | $11,597-98.5% |