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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 | $6,215 | $157,276-96.0% | $141,177-95.6% | $152,885-95.9% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 0.00% | 64.33%-64.3pp | 71.40%-71.4pp | 345.39%-345.4pp |
| Employer contribution / active EE | $1,125 | $5,262-78.6% | $4,736-76.2% | $4,763-76.4% |
| Participant deferral / active EE | $1,875 | $7,110-73.6% | $6,710-72.1% | $5,851-68.0% |
| Admin fee / account holder | $10 | $12,123-99.9% | $10,263-99.9% | $11,598-99.9% |