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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 | $3,800 | $190,916-98.0% | $160,037-97.6% | $134,545-97.2% |
| Participation rate | 57.1% | 82.0%-24.8pp | 78.0%-20.8pp | 81.2%-24.1pp |
| Annual return | 0.00% | 552.79%-552.8pp | 408.95%-409.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,779 | $4,996-64.4% | $4,226-57.9% | $4,742-62.5% |
| Participant deferral / active EE | $409 | $6,925-94.1% | $6,184-93.4% | $6,401-93.6% |
| Admin fee / account holder | $7 | $10,497-99.9% | $8,716-99.9% | $11,431-99.9% |