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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 | $5,474 | $176,077-96.9% | $159,455-96.6% | $167,518-96.7% |
| Participation rate | 60.0% | 84.9%-24.9pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 0.00% | 331.83%-331.8pp | 263.63%-263.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $1,411 | $5,298-73.4% | $4,830-70.8% | $4,838-70.8% |
| Participant deferral / active EE | $1,836 | $7,751-76.3% | $7,353-75.0% | $6,342-71.1% |
| Admin fee / account holder | $173 | $12,556-98.6% | $10,800-98.4% | $12,312-98.6% |