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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 | $5,445 | $138,075-96.1% | $123,552-95.6% | $135,379-96.0% |
| Participation rate | 40.0% | 84.7%-44.7pp | 82.3%-42.3pp | 82.6%-42.6pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.20%-119.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,159 | $5,152-77.5% | $4,628-75.0% | $4,779-75.7% |
| Participant deferral / active EE | $1,159 | $6,800-83.0% | $6,426-82.0% | $5,609-79.3% |
| Admin fee / account holder | $10 | $10,917-99.9% | $9,285-99.9% | $10,828-99.9% |