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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 | $1,964 | $96,419-98.0% | $80,648-97.6% | $139,487-98.6% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 0.00% | 1352.86%-1352.9pp | 937.21%-937.2pp | 373.84%-373.8pp |
| Employer contribution / active EE | $475 | $3,261-85.4% | $2,724-82.5% | $4,755-90.0% |
| Participant deferral / active EE | $726 | $5,225-86.1% | $4,443-83.7% | $6,713-89.2% |
| Admin fee / account holder | $8 | $6,605-99.9% | $5,382-99.8% | $11,407-99.9% |