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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 | $6,344 | $112,933-94.4% | $90,970-93.0% | $158,982-96.0% |
| Participation rate | 36.4% | 74.7%-38.4pp | 69.0%-32.7pp | 82.0%-45.6pp |
| Annual return | 0.00% | 215.82%-215.8pp | 134.60%-134.6pp | 302.99%-303.0pp |
| Employer contribution / active EE | $571 | $2,893-80.3% | $2,122-73.1% | $4,763-88.0% |
| Participant deferral / active EE | $816 | $4,128-80.2% | $3,373-75.8% | $5,983-86.4% |
| Admin fee / account holder | $30 | $8,047-99.6% | $5,961-99.5% | $11,252-99.7% |