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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 | $4,444 | $111,878-96.0% | $93,727-95.3% | $145,897-97.0% |
| Participation rate | 45.8% | 74.2%-28.4pp | 68.7%-22.9pp | 80.3%-34.5pp |
| Annual return | 0.00% | 204.28%-204.3pp | 133.83%-133.8pp | 552.29%-552.3pp |
| Employer contribution / active EE | $560 | $3,092-81.9% | $2,421-76.9% | $4,663-88.0% |
| Participant deferral / active EE | $816 | $4,920-83.4% | $4,417-81.5% | $6,689-87.8% |
| Admin fee / account holder | $93 | $10,256-99.1% | $8,292-98.9% | $13,390-99.3% |