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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 | $9,567 | $183,592-94.8% | $155,567-93.9% | $145,959-93.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 0.00% | 61.24%-61.2pp | 64.74%-64.7pp | 561.95%-561.9pp |
| Employer contribution / active EE | $1,062 | $5,315-80.0% | $4,674-77.3% | $4,661-77.2% |
| Participant deferral / active EE | $1,386 | $6,464-78.6% | $5,628-75.4% | $6,689-79.3% |
| Admin fee / account holder | $56 | $19,318-99.7% | $15,916-99.6% | $13,398-99.6% |