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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 | $5,791 | $176,786-96.7% | $146,643-96.1% | $167,536-96.5% |
| Participation rate | 60.0% | 83.6%-23.6pp | 80.1%-20.1pp | 82.1%-22.1pp |
| Annual return | 0.00% | 24.04%-24.0pp | 22.75%-22.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,633 | $5,161-68.4% | $4,137-60.5% | $4,839-66.3% |
| Participant deferral / active EE | $1,724 | $6,440-73.2% | $5,506-68.7% | $6,342-72.8% |
| Admin fee / account holder | $9 | $13,262-99.9% | $10,280-99.9% | $12,315-99.9% |