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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 | $3,976 | $138,078-97.1% | $125,363-96.8% | $134,509-97.0% |
| 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 | $1,088 | $5,245-79.3% | $4,815-77.4% | $4,741-77.1% |
| Participant deferral / active EE | $1,579 | $7,800-79.8% | $7,447-78.8% | $6,400-75.3% |
| Admin fee / account holder | $2 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |