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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 | $6,817 | $884,045-99.2% | $453,569-98.5% | $167,536-95.9% |
| Participation rate | 37.5% | 81.6%-44.1pp | 78.0%-40.5pp | 82.1%-44.6pp |
| Annual return | 0.00% | 29.49%-29.5pp | 64.43%-64.4pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,202 | $5,538-78.3% | $4,072-70.5% | $4,839-75.2% |
| Participant deferral / active EE | $1,202 | $7,898-84.8% | $6,211-80.6% | $6,342-81.0% |
| Admin fee / account holder | $3 | $22,063-100.0% | $11,214-100.0% | $12,315-100.0% |