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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 | $4,959 | $138,114-96.4% | $125,391-96.0% | $134,545-96.3% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,134 | $5,246-78.4% | $4,816-76.5% | $4,742-76.1% |
| Participant deferral / active EE | $1,370 | $7,801-82.4% | $7,448-81.6% | $6,401-78.6% |
| Admin fee / account holder | $14 | $11,570-99.9% | $10,009-99.9% | $11,431-99.9% |