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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 | $9,804 | $202,326-95.2% | $172,745-94.3% | $152,870-93.6% |
| Participation rate | 22.7% | 87.1%-64.3pp | 82.6%-59.9pp | 82.4%-59.7pp |
| Annual return | 0.00% | 1029.72%-1029.7pp | 802.90%-802.9pp | 345.34%-345.3pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $248 | $5,948-95.8% | $5,197-95.2% | $5,850-95.8% |
| Admin fee / account holder | $77 | $17,110-99.6% | $13,954-99.5% | $11,597-99.3% |