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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 | $4,021 | $190,862-97.9% | $159,991-97.5% | $134,509-97.0% |
| Participation rate | 54.2% | 82.0%-27.8pp | 78.0%-23.8pp | 81.2%-27.1pp |
| Annual return | 0.00% | 552.59%-552.6pp | 408.82%-408.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $864 | $4,995-82.7% | $4,225-79.6% | $4,741-81.8% |
| Participant deferral / active EE | $1,319 | $6,924-80.9% | $6,183-78.7% | $6,400-79.4% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,427-100.0% |