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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 | $4,936 | $157,296-96.9% | $141,191-96.5% | $152,897-96.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,246 | $5,262-76.3% | $4,736-73.7% | $4,764-73.9% |
| Participant deferral / active EE | $2,066 | $7,111-70.9% | $6,710-69.2% | $5,851-64.7% |
| Admin fee / account holder | $220 | $12,125-98.2% | $10,264-97.9% | $11,599-98.1% |