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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 | $4,698 | $63,342-92.6% | $92,236-94.9% | $70,131-93.3% |
| Participation rate | 38.4% | 68.7%-30.3pp | 76.5%-38.1pp | 69.5%-31.2pp |
| Annual return | 0.00% | 530.15%-530.2pp | 176.29%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $654 | $2,471-73.5% | $3,679-82.2% | $2,342-72.1% |
| Participant deferral / active EE | $1,033 | $2,854-63.8% | $3,897-73.5% | $3,332-69.0% |
| Admin fee / account holder | $35 | $3,840-99.1% | $5,194-99.3% | $4,645-99.2% |