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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 | $11,483 | $55,472-79.3% | $155,567-92.6% | $74,546-84.6% |
| Participation rate | 36.1% | 61.9%-25.8pp | 78.2%-42.1pp | 67.2%-31.1pp |
| Annual return | 0.00% | 268.72%-268.7pp | 64.74%-64.7pp | 1366.03%-1366.0pp |
| Employer contribution / active EE | $1,528 | $2,269-32.7% | $4,674-67.3% | $2,624-41.8% |
| Participant deferral / active EE | $500 | $2,838-82.4% | $5,628-91.1% | $4,347-88.5% |
| Admin fee / account holder | $118 | $1,743-93.2% | $15,916-99.3% | $1,944-93.9% |