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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 | $7,538 | $138,114-94.5% | $125,391-94.0% | $134,545-94.4% |
| Participation rate | 63.2% | 84.5%-21.3pp | 82.4%-19.2pp | 81.2%-18.1pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,309 | $5,246-75.1% | $4,816-72.8% | $4,742-72.4% |
| Participant deferral / active EE | $1,897 | $7,801-75.7% | $7,448-74.5% | $6,401-70.4% |
| Admin fee / account holder | $33 | $11,570-99.7% | $10,009-99.7% | $11,431-99.7% |