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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 | $5,673 | $138,102-95.9% | $125,381-95.5% | $134,532-95.8% |
| Participation rate | 63.6% | 84.5%-20.9pp | 82.4%-18.7pp | 81.2%-17.6pp |
| Annual return | 0.00% | 750.73%-750.7pp | 572.31%-572.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,252 | $5,245-76.1% | $4,815-74.0% | $4,741-73.6% |
| Participant deferral / active EE | $2,500 | $7,801-67.9% | $7,448-66.4% | $6,401-60.9% |
| Admin fee / account holder | $10 | $11,568-99.9% | $10,007-99.9% | $11,429-99.9% |