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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 | $3,932 | $96,361-95.9% | $80,607-95.1% | $139,456-97.2% |
| Participation rate | 45.5% | 73.6%-28.2pp | 67.0%-21.6pp | 80.3%-34.9pp |
| Annual return | 0.00% | 1350.95%-1350.9pp | 936.11%-936.1pp | 373.45%-373.4pp |
| Employer contribution / active EE | $822 | $3,262-74.8% | $2,724-69.8% | $4,753-82.7% |
| Participant deferral / active EE | $822 | $5,232-84.3% | $4,448-81.5% | $6,711-87.7% |
| Admin fee / account holder | $28 | $6,601-99.6% | $5,379-99.5% | $11,407-99.8% |