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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 | $159,934-92.1% | $147,005-91.4% | $145,959-91.3% |
| Participation rate | 18.2% | 84.0%-65.8pp | 82.2%-64.0pp | 80.3%-62.1pp |
| Annual return | 0.00% | 98.24%-98.2pp | 418.76%-418.8pp | 561.95%-561.9pp |
| Employer contribution / active EE | $1,384 | $5,287-73.8% | $4,934-71.9% | $4,661-70.3% |
| Participant deferral / active EE | $837 | $8,427-90.1% | $8,070-89.6% | $6,689-87.5% |
| Admin fee / account holder | $24 | $15,053-99.8% | $13,006-99.8% | $13,398-99.8% |