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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 | $8,311 | $135,645-93.9% | $110,243-92.5% | $135,380-93.9% |
| Participation rate | 25.0% | 83.5%-58.5pp | 79.8%-54.8pp | 82.6%-57.6pp |
| Annual return | 0.00% | 513.24%-513.2pp | 314.76%-314.8pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,132 | $4,907-76.9% | $3,827-70.4% | $4,779-76.3% |
| Participant deferral / active EE | $1,132 | $5,507-79.4% | $4,672-75.8% | $5,609-79.8% |
| Admin fee / account holder | $19 | $11,458-99.8% | $8,548-99.8% | $10,828-99.8% |