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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 | $1,966 | $68,097-97.1% | $62,929-96.9% | $137,256-98.6% |
| Participation rate | 66.7% | 77.4%-10.8pp | 73.1%-6.4pp | 80.0%-13.3pp |
| Annual return | 0.00% | 1859.11%-1859.1pp | 1063.93%-1063.9pp | 220.34%-220.3pp |
| Employer contribution / active EE | $766 | $2,811-72.8% | $2,505-69.4% | $4,156-81.6% |
| Participant deferral / active EE | $477 | $4,553-89.5% | $3,888-87.7% | $6,407-92.6% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |