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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 | $1,540 | $118,869-98.7% | $96,575-98.4% | $167,518-99.1% |
| Participation rate | 57.1% | 75.5%-18.3pp | 69.8%-12.7pp | 82.1%-25.0pp |
| Annual return | 0.00% | 50.49%-50.5pp | 37.79%-37.8pp | 478.71%-478.7pp |
| Employer contribution / active EE | $691 | $3,120-77.9% | $2,357-70.7% | $4,838-85.7% |
| Participant deferral / active EE | $691 | $4,616-85.0% | $3,849-82.0% | $6,342-89.1% |
| Admin fee / account holder | $25 | $8,067-99.7% | $6,182-99.6% | $12,312-99.8% |