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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 | $1,164 | $97,732-98.8% | $83,831-98.6% | $135,380-99.1% |
| Participation rate | 53.3% | 80.0%-26.6pp | 76.1%-22.8pp | 82.6%-29.3pp |
| Annual return | 0.00% | 1287.56%-1287.6pp | 850.99%-851.0pp | 519.81%-519.8pp |
| Employer contribution / active EE | $704 | $4,222-83.3% | $3,631-80.6% | $4,779-85.3% |
| Participant deferral / active EE | $27 | $4,683-99.4% | $4,082-99.3% | $5,609-99.5% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |