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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 | $2,553 | $107,941-97.6% | $91,994-97.2% | $152,909-98.3% |
| Participation rate | 53.8% | 81.2%-27.3pp | 78.6%-24.8pp | 82.5%-28.6pp |
| Annual return | 0.00% | 89.28%-89.3pp | 69.04%-69.0pp | 345.46%-345.5pp |
| Employer contribution / active EE | $746 | $4,212-82.3% | $3,453-78.4% | $4,764-84.3% |
| Participant deferral / active EE | $872 | $6,366-86.3% | $5,924-85.3% | $5,851-85.1% |
| Admin fee / account holder | $155 | $10,521-98.5% | $7,744-98.0% | $11,601-98.7% |