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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 | $6,521 | $105,158-93.8% | $94,672-93.1% | $139,487-95.3% |
| Participation rate | 57.1% | 82.4%-25.2pp | 80.8%-23.7pp | 80.3%-23.2pp |
| Annual return | 0.00% | 38.11%-38.1pp | 156.89%-156.9pp | 373.84%-373.8pp |
| Employer contribution / active EE | $1,255 | $4,107-69.5% | $3,673-65.8% | $4,755-73.6% |
| Participant deferral / active EE | $899 | $7,599-88.2% | $7,417-87.9% | $6,713-86.6% |
| Admin fee / account holder | $1 | $8,972-100.0% | $7,222-100.0% | $11,407-100.0% |