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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 | $2,050 | $96,678-97.9% | $86,640-97.6% | $139,466-98.5% |
| Participation rate | 42.9% | 74.4%-31.6pp | 71.7%-28.9pp | 80.3%-37.5pp |
| Annual return | 0.00% | 106.69%-106.7pp | 592.52%-592.5pp | 373.66%-373.7pp |
| Employer contribution / active EE | $407 | $3,265-87.6% | $3,024-86.6% | $4,754-91.4% |
| Participant deferral / active EE | $508 | $4,837-89.5% | $4,438-88.6% | $6,712-92.4% |
| Admin fee / account holder | $167 | $6,410-97.4% | $5,616-97.0% | $11,409-98.5% |