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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 | $4,552 | $107,368-95.8% | $92,915-95.1% | $152,909-97.0% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.0%-33.1pp | 82.5%-39.6pp |
| Annual return | 0.00% | 145.64%-145.6pp | 109.45%-109.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $874 | $4,222-79.3% | $3,653-76.1% | $4,764-81.6% |
| Participant deferral / active EE | $1,220 | $4,848-74.8% | $4,238-71.2% | $5,851-79.2% |
| Admin fee / account holder | $156 | $7,082-97.8% | $5,796-97.3% | $11,601-98.7% |