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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 | $4,245 | $57,305-92.6% | $86,640-95.1% | $75,173-94.4% |
| Participation rate | 22.7% | 63.2%-40.5pp | 71.7%-49.0pp | 67.2%-44.5pp |
| Annual return | 0.00% | 2674.24%-2674.2pp | 592.52%-592.5pp | 160.72%-160.7pp |
| Employer contribution / active EE | $341 | $2,316-85.3% | $3,024-88.7% | $2,671-87.2% |
| Participant deferral / active EE | $645 | $3,320-80.6% | $4,438-85.5% | $4,126-84.4% |
| Admin fee / account holder | $240 | $4,116-94.2% | $5,616-95.7% | $5,651-95.7% |