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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 | $4,338 | $102,638-95.8% | $81,982-94.7% | $158,982-97.3% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.3%-19.3pp | 82.0%-32.0pp |
| Annual return | 0.00% | 61.05%-61.1pp | 41.31%-41.3pp | 302.99%-303.0pp |
| Employer contribution / active EE | $900 | $3,241-72.2% | $2,498-64.0% | $4,763-81.1% |
| Participant deferral / active EE | $900 | $4,649-80.6% | $3,722-75.8% | $5,983-85.0% |
| Admin fee / account holder | $16 | $8,237-99.8% | $5,665-99.7% | $11,252-99.9% |