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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 | $2,060 | $60,119-96.6% | $90,430-97.7% | $79,858-97.4% |
| Participation rate | 63.3% | 65.0%-1.6pp | 72.7%-9.4pp | 69.6%-6.3pp |
| Annual return | 0.00% | 71.94%-71.9pp | 1293.73%-1293.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $475 | $2,068-77.0% | $3,262-85.4% | $2,471-80.8% |
| Participant deferral / active EE | $752 | $2,938-74.4% | $3,963-81.0% | $3,740-79.9% |
| Admin fee / account holder | $4 | $3,976-99.9% | $5,613-99.9% | $5,306-99.9% |