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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 | $4,327 | $92,766-95.3% | $82,763-94.8% | $134,545-96.8% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -0.17% | 946.97%-947.1pp | 702.45%-702.6pp | 418.37%-418.5pp |
| Employer contribution / active EE | $345 | $3,273-89.5% | $3,008-88.5% | $4,742-92.7% |
| Participant deferral / active EE | $345 | $4,802-92.8% | $4,395-92.2% | $6,401-94.6% |
| Admin fee / account holder | $22 | $5,978-99.6% | $5,325-99.6% | $11,431-99.8% |