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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 | $7,376 | $154,193-95.2% | $130,045-94.3% | $139,466-94.7% |
| Participation rate | 35.3% | 82.0%-46.7pp | 78.5%-43.2pp | 80.3%-45.0pp |
| Annual return | 0.00% | 32.51%-32.5pp | -137.30%+137.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,097 | $5,292-79.3% | $4,321-74.6% | $4,754-76.9% |
| Participant deferral / active EE | $1,293 | $6,709-80.7% | $5,820-77.8% | $6,712-80.7% |
| Admin fee / account holder | $15 | $13,989-99.9% | $10,600-99.9% | $11,409-99.9% |