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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 | $11,480 | $106,008-89.2% | $92,240-87.6% | $147,586-92.2% |
| Participation rate | 33.3% | 80.4%-47.1pp | 76.5%-43.1pp | 82.8%-49.5pp |
| Annual return | 0.00% | 50.05%-50.1pp | 176.29%-176.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $3,095 | $4,333-28.6% | $3,680-15.9% | $4,876-36.5% |
| Participant deferral / active EE | $714 | $4,478-84.1% | $3,897-81.7% | $5,439-86.9% |
| Admin fee / account holder | $7 | $6,333-99.9% | $5,194-99.9% | $10,886-99.9% |