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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 | $3,338 | $107,944-96.9% | $91,994-96.4% | $152,885-97.8% |
| Participation rate | 66.7% | 81.2%-14.5pp | 78.6%-12.0pp | 82.5%-15.8pp |
| Annual return | 0.00% | 89.26%-89.3pp | 69.03%-69.0pp | 345.39%-345.4pp |
| Employer contribution / active EE | $1,165 | $4,210-72.3% | $3,452-66.3% | $4,763-75.5% |
| Participant deferral / active EE | $1,396 | $6,365-78.1% | $5,923-76.4% | $5,851-76.1% |
| Admin fee / account holder | $121 | $10,521-98.8% | $7,743-98.4% | $11,598-99.0% |