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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 | $7,027 | $165,399-95.8% | $149,745-95.3% | $158,982-95.6% |
| Participation rate | 25.0% | 84.6%-59.6pp | 82.5%-57.5pp | 82.0%-57.0pp |
| Annual return | 0.00% | 348.34%-348.3pp | 276.72%-276.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $929 | $5,105-81.8% | $4,646-80.0% | $4,763-80.5% |
| Participant deferral / active EE | $2,053 | $7,183-71.4% | $6,843-70.0% | $5,983-65.7% |
| Admin fee / account holder | $86 | $10,811-99.2% | $9,312-99.1% | $11,252-99.2% |