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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 | $2,483 | $226,105-98.9% | $182,540-98.6% | $152,897-98.4% |
| Participation rate | 53.8% | 82.5%-28.6pp | 78.0%-24.1pp | 82.5%-28.6pp |
| Annual return | 0.00% | 192.58%-192.6pp | 148.58%-148.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $649 | $4,978-87.0% | $4,076-84.1% | $4,764-86.4% |
| Participant deferral / active EE | $796 | $6,370-87.5% | $5,525-85.6% | $5,851-86.4% |
| Admin fee / account holder | $8 | $10,706-99.9% | $8,593-99.9% | $11,599-99.9% |