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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 | $4,590 | $165,351-97.2% | $149,710-96.9% | $158,931-97.1% |
| Participation rate | 5.6% | 84.6%-79.0pp | 82.5%-76.9pp | 82.0%-76.4pp |
| Annual return | 0.00% | 348.19%-348.2pp | 276.63%-276.6pp | 302.86%-302.9pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $228 | $7,181-96.8% | $6,842-96.7% | $5,982-96.2% |
| Admin fee / account holder | $1 | $10,807-100.0% | $9,309-100.0% | $11,247-100.0% |