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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 | $9,884 | $121,656-91.9% | $104,614-90.6% | $158,950-93.8% |
| Participation rate | 22.2% | 77.5%-55.3pp | 74.1%-51.9pp | 82.0%-59.7pp |
| Annual return | 0.00% | 465.51%-465.5pp | 340.56%-340.6pp | 302.91%-302.9pp |
| Employer contribution / active EE | $208 | $3,164-93.4% | $2,681-92.2% | $4,762-95.6% |
| Participant deferral / active EE | $267 | $4,177-93.6% | $3,739-92.9% | $5,983-95.5% |
| Admin fee / account holder | $100 | $7,775-98.7% | $6,464-98.5% | $11,248-99.1% |