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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 | $4,186 | $106,918-96.1% | $84,021-95.0% | $152,897-97.3% |
| Participation rate | 60.0% | 75.2%-15.2pp | 69.0%-9.0pp | 82.5%-22.5pp |
| Annual return | 0.00% | 105.01%-105.0pp | 71.32%-71.3pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,859 | $2,735-32.0% | $1,984-6.3% | $4,764-61.0% |
| Participant deferral / active EE | $579 | $4,012-85.6% | $3,239-82.1% | $5,851-90.1% |
| Admin fee / account holder | $2 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |