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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 | $4,297 | $63,346-93.2% | $92,240-95.3% | $70,126-93.9% |
| Participation rate | 39.3% | 68.7%-29.3pp | 76.5%-37.1pp | 69.5%-30.2pp |
| Annual return | 0.00% | 530.19%-530.2pp | 176.29%-176.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $714 | $2,471-71.1% | $3,680-80.6% | $2,343-69.5% |
| Participant deferral / active EE | $915 | $2,854-67.9% | $3,897-76.5% | $3,332-72.5% |
| Admin fee / account holder | $94 | $3,841-97.6% | $5,194-98.2% | $4,645-98.0% |