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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 | $1,948 | $100,911-98.1% | $90,440-97.8% | $158,966-98.8% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.4pp | 82.0%-48.6pp |
| Annual return | 0.00% | 1726.62%-1726.6pp | 1294.38%-1294.4pp | 302.95%-302.9pp |
| Employer contribution / active EE | $244 | $3,690-93.4% | $3,263-92.5% | $4,762-94.9% |
| Participant deferral / active EE | $306 | $4,348-93.0% | $3,964-92.3% | $5,983-94.9% |
| Admin fee / account holder | $8 | $6,507-99.9% | $5,615-99.9% | $11,250-99.9% |