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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 | $4,089 | $92,684-95.6% | $82,706-95.1% | $134,509-97.0% |
| Participation rate | 28.6% | 75.2%-46.6pp | 72.6%-44.0pp | 81.2%-52.7pp |
| Annual return | 0.00% | 945.84%-945.8pp | 701.76%-701.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $432 | $3,272-86.8% | $3,007-85.6% | $4,741-90.9% |
| Participant deferral / active EE | $754 | $4,800-84.3% | $4,394-82.8% | $6,400-88.2% |
| Admin fee / account holder | $8 | $5,982-99.9% | $5,329-99.8% | $11,427-99.9% |