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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 | $6,002 | $102,663-94.2% | $86,216-93.0% | $139,466-95.7% |
| Participation rate | 25.0% | 74.5%-49.5pp | 69.0%-44.0pp | 80.3%-55.3pp |
| Annual return | 0.00% | 1924.52%-1924.5pp | 1169.42%-1169.4pp | 373.66%-373.7pp |
| Employer contribution / active EE | $840 | $3,035-72.3% | $2,382-64.7% | $4,754-82.3% |
| Participant deferral / active EE | $979 | $4,677-79.1% | $3,986-75.4% | $6,712-85.4% |
| Admin fee / account holder | $15 | $8,663-99.8% | $6,853-99.8% | $11,409-99.9% |