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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 | $4,950 | $85,766-94.2% | $136,298-96.4% | $70,126-92.9% |
| Participation rate | 57.1% | 74.2%-17.0pp | 81.9%-24.8pp | 69.5%-12.4pp |
| Annual return | 0.00% | 31.46%-31.5pp | 5156.27%-5156.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,130 | $2,966-61.9% | $4,696-75.9% | $2,343-51.8% |
| Participant deferral / active EE | $1,630 | $5,051-67.7% | $6,247-73.9% | $3,332-51.1% |
| Admin fee / account holder | $49 | $5,421-99.1% | $9,244-99.5% | $4,645-99.0% |