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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 | $1,143 | $103,038-98.9% | $90,324-98.7% | $152,909-99.3% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.5%-22.5pp |
| Annual return | 0.00% | 95.25%-95.3pp | 78.15%-78.1pp | 345.46%-345.5pp |
| Employer contribution / active EE | $261 | $3,141-91.7% | $2,856-90.9% | $4,764-94.5% |
| Participant deferral / active EE | $439 | $4,282-89.7% | $3,885-88.7% | $5,851-92.5% |
| Admin fee / account holder | $1 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |