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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 | $21,515 | $160,059-86.6% | $140,019-84.6% | $135,380-84.1% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | 0.00% | 911.48%-911.5pp | 651.17%-651.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,444 | $6,420-77.5% | $5,605-74.2% | $4,779-69.8% |
| Participant deferral / active EE | $1,444 | $7,641-81.1% | $6,927-79.1% | $5,609-74.2% |
| Admin fee / account holder | $182 | $13,328-98.6% | $10,705-98.3% | $10,828-98.3% |