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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 | $7,083 | $157,304-95.5% | $141,197-95.0% | $152,909-95.4% |
| Participation rate | 37.5% | 84.8%-47.3pp | 82.5%-45.0pp | 82.5%-45.0pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,156 | $5,263-78.0% | $4,736-75.6% | $4,764-75.7% |
| Participant deferral / active EE | $2,211 | $7,111-68.9% | $6,710-67.1% | $5,851-62.2% |
| Admin fee / account holder | $37 | $12,126-99.7% | $10,265-99.6% | $11,601-99.7% |