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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 | $4,577 | $176,105-97.4% | $159,474-97.1% | $167,536-97.3% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 0.00% | 331.91%-331.9pp | 263.68%-263.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,325 | $5,299-75.0% | $4,831-72.6% | $4,839-72.6% |
| Participant deferral / active EE | $1,656 | $7,751-78.6% | $7,353-77.5% | $6,342-73.9% |
| Admin fee / account holder | $1 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |