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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 | $4,374 | $104,953-95.8% | $84,637-94.8% | $152,909-97.1% |
| Participation rate | 26.7% | 74.8%-48.2pp | 68.2%-41.6pp | 82.5%-55.8pp |
| Annual return | 0.00% | 373.94%-373.9pp | 258.82%-258.8pp | 345.46%-345.5pp |
| Employer contribution / active EE | $319 | $3,304-90.4% | $2,653-88.0% | $4,764-93.3% |
| Participant deferral / active EE | $775 | $4,691-83.5% | $3,900-80.1% | $5,851-86.8% |
| Admin fee / account holder | $38 | $6,244-99.4% | $4,914-99.2% | $11,601-99.7% |