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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 | $1,212 | $96,361-98.7% | $80,607-98.5% | $139,456-99.1% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 0.00% | 1350.95%-1350.9pp | 936.11%-936.1pp | 373.45%-373.4pp |
| Employer contribution / active EE | $468 | $3,262-85.7% | $2,724-82.8% | $4,753-90.2% |
| Participant deferral / active EE | $495 | $5,232-90.5% | $4,448-88.9% | $6,711-92.6% |
| Admin fee / account holder | $199 | $6,601-97.0% | $5,379-96.3% | $11,407-98.3% |