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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 | $5,024 | $138,078-96.4% | $125,363-96.0% | $134,509-96.3% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | 0.00% | 750.49%-750.5pp | 572.15%-572.1pp | 418.13%-418.1pp |
| Employer contribution / active EE | $2,026 | $5,245-61.4% | $4,815-57.9% | $4,741-57.3% |
| Participant deferral / active EE | $2,343 | $7,800-70.0% | $7,447-68.5% | $6,400-63.4% |
| Admin fee / account holder | $55 | $11,566-99.5% | $10,005-99.4% | $11,427-99.5% |