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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 | $2,893 | $99,647-97.1% | $86,439-96.7% | $134,509-97.8% |
| Participation rate | 40.0% | 82.1%-42.1pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -18.44% | 6784.13%-6802.6pp | 4395.55%-4414.0pp | 418.13%-436.6pp |
| Employer contribution / active EE | $1,026 | $4,401-76.7% | $3,769-72.8% | $4,741-78.4% |
| Participant deferral / active EE | $984 | $7,246-86.4% | $6,952-85.8% | $6,400-84.6% |
| Admin fee / account holder | $12 | $8,373-99.9% | $6,732-99.8% | $11,427-99.9% |