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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 | $5,046 | $85,766-94.1% | $136,298-96.3% | $70,126-92.8% |
| Participation rate | 69.6% | 74.2%-4.5pp | 81.9%-12.3pp | 69.5%+0.1pp |
| Annual return | 0.00% | 31.46%-31.5pp | 5156.27%-5156.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,141 | $2,966-61.5% | $4,696-75.7% | $2,343-51.3% |
| Participant deferral / active EE | $1,644 | $5,051-67.4% | $6,247-73.7% | $3,332-50.7% |
| Admin fee / account holder | $13 | $5,421-99.8% | $9,244-99.9% | $4,645-99.7% |