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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 | $8,180 | $171,867-95.2% | $149,721-94.5% | $147,586-94.5% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 0.00% | 2113.36%-2113.4pp | 1501.67%-1501.7pp | 578.59%-578.6pp |
| Employer contribution / active EE | $3,375 | $6,275-46.2% | $5,444-38.0% | $4,876-30.8% |
| Participant deferral / active EE | $1,361 | $7,270-81.3% | $6,568-79.3% | $5,439-75.0% |
| Admin fee / account holder | $50 | $13,799-99.6% | $11,282-99.6% | $10,886-99.5% |