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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 | $4,774 | $112,131-95.7% | $95,964-95.0% | $158,982-97.0% |
| Participation rate | 60.0% | 79.0%-19.0pp | 77.1%-17.1pp | 82.0%-22.0pp |
| Annual return | 0.00% | 171.19%-171.2pp | 91.64%-91.6pp | 302.99%-303.0pp |
| Employer contribution / active EE | $903 | $3,199-71.8% | $2,541-64.5% | $4,763-81.0% |
| Participant deferral / active EE | $1,407 | $4,784-70.6% | $4,167-66.2% | $5,983-76.5% |
| Admin fee / account holder | $25 | $10,136-99.8% | $6,797-99.6% | $11,252-99.8% |