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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 | $6,932 | $209,422-96.7% | $178,503-96.1% | $158,982-95.6% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 0.00% | 188.81%-188.8pp | 151.12%-151.1pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,170 | $5,707-79.5% | $5,011-76.7% | $4,763-75.4% |
| Participant deferral / active EE | $1,768 | $5,955-70.3% | $5,202-66.0% | $5,983-70.5% |
| Admin fee / account holder | $13 | $17,079-99.9% | $13,987-99.9% | $11,252-99.9% |