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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 | $7,086 | $134,817-94.7% | $123,973-94.3% | $155,188-95.4% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.7%-26.7pp | 80.8%-30.8pp |
| Annual return | 0.00% | 515.49%-515.5pp | 388.13%-388.1pp | 148.84%-148.8pp |
| Employer contribution / active EE | $1,563 | $4,425-64.7% | $4,126-62.1% | $4,248-63.2% |
| Participant deferral / active EE | $1,563 | $5,706-72.6% | $5,247-70.2% | $6,531-76.1% |
| Admin fee / account holder | $15 | $13,245-99.9% | $11,799-99.9% | $14,480-99.9% |