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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 | $7,844 | $103,008-92.4% | $90,304-91.3% | $152,897-94.9% |
| Participation rate | 45.0% | 75.9%-30.9pp | 73.3%-28.3pp | 82.5%-37.5pp |
| Annual return | 0.00% | 95.22%-95.2pp | 78.13%-78.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $235 | $3,139-92.5% | $2,855-91.8% | $4,764-95.1% |
| Participant deferral / active EE | $309 | $4,281-92.8% | $3,885-92.0% | $5,851-94.7% |
| Admin fee / account holder | $28 | $6,175-99.5% | $5,354-99.5% | $11,599-99.8% |