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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 | $76,368-97.4% | $67,681-97.1% | $154,746-98.7% |
| Participation rate | 66.7% | 79.0%-12.3pp | 73.7%-7.1pp | 80.7%-14.0pp |
| Annual return | 0.00% | 1066.77%-1066.8pp | 590.58%-590.6pp | 172.34%-172.3pp |
| Employer contribution / active EE | $766 | $3,151-75.7% | $2,678-71.4% | $4,379-82.5% |
| Participant deferral / active EE | $477 | $4,824-90.1% | $3,976-88.0% | $6,730-92.9% |
| Admin fee / account holder | $0 | $8,559-100.0% | $6,100-100.0% | $14,365-100.0% |