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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 | $4,393 | $154,193-97.2% | $130,045-96.6% | $139,466-96.8% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 0.00% | 32.51%-32.5pp | -137.30%+137.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,269 | $5,292-76.0% | $4,321-70.6% | $4,754-73.3% |
| Participant deferral / active EE | $1,624 | $6,709-75.8% | $5,820-72.1% | $6,712-75.8% |
| Admin fee / account holder | $78 | $13,989-99.4% | $10,600-99.3% | $11,409-99.3% |