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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 | $8,668 | $148,623-94.2% | $135,974-93.6% | $139,466-93.8% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 0.00% | 79.30%-79.3pp | 68.30%-68.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $2,040 | $5,246-61.1% | $4,859-58.0% | $4,754-57.1% |
| Participant deferral / active EE | $2,040 | $8,103-74.8% | $7,760-73.7% | $6,712-69.6% |
| Admin fee / account holder | $7 | $12,406-99.9% | $10,767-99.9% | $11,409-99.9% |