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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 | $9,363 | $115,796-91.9% | $101,264-90.8% | $158,950-94.1% |
| Participation rate | 20.0% | 79.4%-59.4pp | 75.8%-55.8pp | 82.0%-62.0pp |
| Annual return | 0.00% | 56.15%-56.2pp | 46.48%-46.5pp | 302.91%-302.9pp |
| Employer contribution / active EE | $855 | $4,175-79.5% | $3,660-76.7% | $4,762-82.1% |
| Participant deferral / active EE | $1,185 | $4,958-76.1% | $4,370-72.9% | $5,983-80.2% |
| Admin fee / account holder | $43 | $7,247-99.4% | $5,947-99.3% | $11,248-99.6% |