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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 | $4,562 | $226,105-98.0% | $182,540-97.5% | $152,897-97.0% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.0%-28.0pp | 82.5%-32.5pp |
| Annual return | 0.00% | 192.58%-192.6pp | 148.58%-148.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,141 | $4,978-77.1% | $4,076-72.0% | $4,764-76.1% |
| Participant deferral / active EE | $1,141 | $6,370-82.1% | $5,525-79.4% | $5,851-80.5% |
| Admin fee / account holder | $0 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |