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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 | $1,936 | $118,919-98.4% | $88,538-97.8% | $152,897-98.7% |
| Participation rate | 16.7% | 73.4%-56.7pp | 68.7%-52.1pp | 82.5%-65.8pp |
| Annual return | 0.00% | 47.92%-47.9pp | 43.64%-43.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $135 | $2,669-94.9% | $2,098-93.6% | $4,764-97.2% |
| Participant deferral / active EE | $169 | $3,549-95.2% | $2,914-94.2% | $5,851-97.1% |
| Admin fee / account holder | $11 | $5,876-99.8% | $4,310-99.7% | $11,599-99.9% |