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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 | $1,922 | $96,361-98.0% | $80,607-97.6% | $139,456-98.6% |
| Participation rate | 57.1% | 73.6%-16.5pp | 67.0%-9.9pp | 80.3%-23.2pp |
| Annual return | 0.00% | 1350.95%-1350.9pp | 936.11%-936.1pp | 373.45%-373.4pp |
| Employer contribution / active EE | $595 | $3,262-81.8% | $2,724-78.2% | $4,753-87.5% |
| Participant deferral / active EE | $595 | $5,232-88.6% | $4,448-86.6% | $6,711-91.1% |
| Admin fee / account holder | $60 | $6,601-99.1% | $5,379-98.9% | $11,407-99.5% |