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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 | $3,638 | $109,863-96.7% | $98,477-96.3% | $167,518-97.8% |
| Participation rate | 33.3% | 75.8%-42.5pp | 73.3%-40.0pp | 82.1%-48.8pp |
| Annual return | 0.00% | 1958.09%-1958.1pp | 1493.59%-1493.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $321 | $3,225-90.1% | $2,961-89.2% | $4,838-93.4% |
| Participant deferral / active EE | $833 | $4,673-82.2% | $4,276-80.5% | $6,342-86.9% |
| Admin fee / account holder | $16 | $6,755-99.8% | $5,951-99.7% | $12,312-99.9% |