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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 | $4,917 | $157,296-96.9% | $141,191-96.5% | $152,897-96.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,540 | $5,262-70.7% | $4,736-67.5% | $4,764-67.7% |
| Participant deferral / active EE | $1,540 | $7,111-78.3% | $6,710-77.0% | $5,851-73.7% |
| Admin fee / account holder | $5 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |