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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 | $5,149 | $138,072-96.3% | $123,549-95.8% | $135,382-96.2% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | 0.00% | 153.69%-153.7pp | 119.20%-119.2pp | 519.77%-519.8pp |
| Employer contribution / active EE | $1,409 | $5,152-72.6% | $4,628-69.6% | $4,779-70.5% |
| Participant deferral / active EE | $1,638 | $6,799-75.9% | $6,426-74.5% | $5,609-70.8% |
| Admin fee / account holder | $39 | $10,917-99.6% | $9,284-99.6% | $10,829-99.6% |