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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 | $7,553 | $109,872-93.1% | $98,483-92.3% | $167,536-95.5% |
| Participation rate | 20.0% | 75.8%-55.8pp | 73.3%-53.3pp | 82.1%-62.1pp |
| Annual return | 0.00% | 1959.31%-1959.3pp | 1494.38%-1494.4pp | 478.82%-478.8pp |
| Employer contribution / active EE | $569 | $3,225-82.4% | $2,961-80.8% | $4,839-88.2% |
| Participant deferral / active EE | $854 | $4,673-81.7% | $4,276-80.0% | $6,342-86.5% |
| Admin fee / account holder | $17 | $6,757-99.7% | $5,953-99.7% | $12,315-99.9% |