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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 | $2,690 | $226,105-98.8% | $182,540-98.5% | $152,897-98.2% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.0%-18.0pp | 82.5%-22.5pp |
| Annual return | 0.00% | 192.58%-192.6pp | 148.58%-148.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $867 | $4,978-82.6% | $4,076-78.7% | $4,764-81.8% |
| Participant deferral / active EE | $741 | $6,370-88.4% | $5,525-86.6% | $5,851-87.3% |
| Admin fee / account holder | $4 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |