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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 | $5,405 | $138,076-96.1% | $123,553-95.6% | $135,380-96.0% |
| Participation rate | 54.5% | 84.7%-30.2pp | 82.3%-27.7pp | 82.6%-28.1pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.21%-119.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $927 | $5,152-82.0% | $4,628-80.0% | $4,779-80.6% |
| Participant deferral / active EE | $1,865 | $6,800-72.6% | $6,426-71.0% | $5,609-66.7% |
| Admin fee / account holder | $7 | $10,917-99.9% | $9,284-99.9% | $10,828-99.9% |