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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 | $1,555 | $72,465-97.9% | $67,575-97.7% | $145,884-98.9% |
| Participation rate | 60.0% | 76.9%-16.9pp | 72.9%-12.9pp | 80.3%-20.3pp |
| Annual return | 0.00% | 7222.56%-7222.6pp | 3528.98%-3529.0pp | 551.85%-551.8pp |
| Employer contribution / active EE | $607 | $3,074-80.3% | $2,736-77.8% | $4,662-87.0% |
| Participant deferral / active EE | $577 | $4,786-87.9% | $4,003-85.6% | $6,690-91.4% |
| Admin fee / account holder | $2 | $5,515-100.0% | $3,993-99.9% | $13,392-100.0% |