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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 | $5,177 | $165,399-96.9% | $149,745-96.5% | $158,982-96.7% |
| Participation rate | 45.5% | 84.6%-39.1pp | 82.5%-37.0pp | 82.0%-36.5pp |
| Annual return | 0.00% | 348.34%-348.3pp | 276.72%-276.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,021 | $5,105-80.0% | $4,646-78.0% | $4,763-78.6% |
| Participant deferral / active EE | $1,360 | $7,183-81.1% | $6,843-80.1% | $5,983-77.3% |
| Admin fee / account holder | $159 | $10,811-98.5% | $9,312-98.3% | $11,252-98.6% |