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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 | $10,869 | $107,363-89.9% | $92,909-88.3% | $152,897-92.9% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 0.00% | 145.63%-145.6pp | 109.44%-109.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $980 | $4,222-76.8% | $3,653-73.2% | $4,764-79.4% |
| Participant deferral / active EE | $1,014 | $4,848-79.1% | $4,238-76.1% | $5,851-82.7% |
| Admin fee / account holder | $25 | $7,082-99.7% | $5,795-99.6% | $11,599-99.8% |