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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 | $1,089 | $105,158-99.0% | $94,672-98.9% | $139,487-99.2% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 0.00% | 38.11%-38.1pp | 156.89%-156.9pp | 373.84%-373.8pp |
| Employer contribution / active EE | $1,099 | $4,107-73.2% | $3,673-70.1% | $4,755-76.9% |
| Participant deferral / active EE | $1,663 | $7,599-78.1% | $7,417-77.6% | $6,713-75.2% |
| Admin fee / account holder | $58 | $8,972-99.3% | $7,222-99.2% | $11,407-99.5% |