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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 | $5,906 | $124,175-95.2% | $108,405-94.6% | $167,553-96.5% |
| Participation rate | 50.0% | 82.3%-32.3pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 0.00% | 1380.13%-1380.1pp | 905.55%-905.5pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,100 | $4,188-73.7% | $3,559-69.1% | $4,840-77.3% |
| Participant deferral / active EE | $1,800 | $6,908-73.9% | $6,563-72.6% | $6,343-71.6% |
| Admin fee / account holder | $5 | $9,457-99.9% | $7,297-99.9% | $12,316-100.0% |