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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 | $1,804 | $106,923-98.3% | $84,023-97.9% | $152,909-98.8% |
| Participation rate | 66.7% | 75.3%-8.6pp | 69.0%-2.4pp | 82.5%-15.8pp |
| Annual return | 0.00% | 105.02%-105.0pp | 71.32%-71.3pp | 345.46%-345.5pp |
| Employer contribution / active EE | $514 | $2,735-81.2% | $1,984-74.1% | $4,764-89.2% |
| Participant deferral / active EE | $643 | $4,013-84.0% | $3,239-80.2% | $5,851-89.0% |
| Admin fee / account holder | $5 | $8,289-99.9% | $6,102-99.9% | $11,601-100.0% |