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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 | $4,021 | $226,090-98.2% | $182,531-97.8% | $152,885-97.4% |
| Participation rate | 44.4% | 82.5%-38.0pp | 78.0%-33.5pp | 82.5%-38.0pp |
| Annual return | 0.00% | 192.57%-192.6pp | 148.57%-148.6pp | 345.39%-345.4pp |
| Employer contribution / active EE | $878 | $4,978-82.4% | $4,075-78.5% | $4,763-81.6% |
| Participant deferral / active EE | $878 | $6,369-86.2% | $5,525-84.1% | $5,851-85.0% |
| Admin fee / account holder | $150 | $10,705-98.6% | $8,593-98.3% | $11,598-98.7% |