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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 | $1,575 | $96,731-98.4% | $123,973-98.7% | $86,983-98.2% |
| Participation rate | 66.7% | 70.0%-3.4pp | 76.7%-10.0pp | 69.5%-2.9pp |
| Annual return | 0.00% | 17.33%-17.3pp | 388.13%-388.1pp | 25.83%-25.8pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,229 | $4,152-70.4% | $5,247-76.6% | $4,194-70.7% |
| Admin fee / account holder | $6 | $8,722-99.9% | $11,799-99.9% | $7,856-99.9% |