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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 | $1,330 | $190,879-99.3% | $160,009-99.2% | $134,532-99.0% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.0%-15.5pp | 81.2%-18.7pp |
| Annual return | 0.00% | 552.63%-552.6pp | 408.85%-408.8pp | 418.27%-418.3pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,090 | $6,924-84.3% | $6,183-82.4% | $6,401-83.0% |
| Admin fee / account holder | $103 | $10,495-99.0% | $8,715-98.8% | $11,429-99.1% |