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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 | $8,330 | $138,072-94.0% | $123,549-93.3% | $135,382-93.8% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | 0.00% | 153.69%-153.7pp | 119.20%-119.2pp | 519.77%-519.8pp |
| Employer contribution / active EE | $2,125 | $5,152-58.8% | $4,628-54.1% | $4,779-55.5% |
| Participant deferral / active EE | $2,125 | $6,799-68.7% | $6,426-66.9% | $5,609-62.1% |
| Admin fee / account holder | $4 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |