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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 | $12,711 | $160,040-92.1% | $147,096-91.4% | $145,877-91.3% |
| Participation rate | 18.2% | 84.0%-65.8pp | 82.2%-64.0pp | 80.3%-62.1pp |
| Annual return | 0.00% | 98.49%-98.5pp | 419.75%-419.7pp | 551.28%-551.3pp |
| Employer contribution / active EE | $1,384 | $5,289-73.8% | $4,936-72.0% | $4,663-70.3% |
| Participant deferral / active EE | $837 | $8,429-90.1% | $8,071-89.6% | $6,691-87.5% |
| Admin fee / account holder | $24 | $15,050-99.8% | $13,005-99.8% | $13,402-99.8% |