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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 | $4,780 | $190,862-97.5% | $159,991-97.0% | $134,509-96.4% |
| Participation rate | 41.7% | 82.0%-40.3pp | 78.0%-36.3pp | 81.2%-39.6pp |
| Annual return | 0.00% | 552.59%-552.6pp | 408.82%-408.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,081 | $4,995-78.4% | $4,225-74.4% | $4,741-77.2% |
| Participant deferral / active EE | $1,081 | $6,924-84.4% | $6,183-82.5% | $6,400-83.1% |
| Admin fee / account holder | $7 | $10,495-99.9% | $8,715-99.9% | $11,427-99.9% |