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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 | $5,647 | $202,460-97.2% | $169,385-96.7% | $139,456-96.0% |
| Participation rate | 20.0% | 81.1%-61.1pp | 77.2%-57.2pp | 80.3%-60.3pp |
| Annual return | 0.00% | 532.07%-532.1pp | 405.82%-405.8pp | 373.45%-373.4pp |
| Employer contribution / active EE | $609 | $4,691-87.0% | $4,012-84.8% | $4,753-87.2% |
| Participant deferral / active EE | $609 | $6,938-91.2% | $6,221-90.2% | $6,711-90.9% |
| Admin fee / account holder | $0 | $10,719-100.0% | $9,011-100.0% | $11,407-100.0% |