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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 | $2,315 | $60,139-96.2% | $90,461-97.4% | $79,856-97.1% |
| Participation rate | 57.9% | 65.0%-7.1pp | 72.7%-14.8pp | 69.6%-11.7pp |
| Annual return | 0.00% | 71.96%-72.0pp | 1294.76%-1294.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $649 | $2,069-68.6% | $3,264-80.1% | $2,471-73.8% |
| Participant deferral / active EE | $687 | $2,939-76.6% | $3,964-82.7% | $3,741-81.6% |
| Admin fee / account holder | $42 | $3,978-98.9% | $5,617-99.2% | $5,306-99.2% |