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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 | $1,579 | $155,840-99.0% | $124,694-98.7% | $167,553-99.1% |
| Participation rate | 50.0% | 81.1%-31.1pp | 74.6%-24.6pp | 82.1%-32.1pp |
| Annual return | 0.00% | 17.98%-18.0pp | 5144.82%-5144.8pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,904 | $4,165-54.3% | $3,325-42.7% | $4,840-60.7% |
| Participant deferral / active EE | $687 | $5,675-87.9% | $4,615-85.1% | $6,343-89.2% |
| Admin fee / account holder | $217 | $9,536-97.7% | $7,495-97.1% | $12,316-98.2% |