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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 | $5,548 | $129,737-95.7% | $119,126-95.3% | $154,746-96.4% |
| Participation rate | 41.7% | 78.9%-37.2pp | 75.8%-34.1pp | 80.7%-39.0pp |
| Annual return | 0.00% | 379.08%-379.1pp | 282.11%-282.1pp | 172.34%-172.3pp |
| Employer contribution / active EE | $988 | $4,375-77.4% | $4,034-75.5% | $4,379-77.4% |
| Participant deferral / active EE | $1,330 | $5,842-77.2% | $5,318-75.0% | $6,730-80.2% |
| Admin fee / account holder | $15 | $11,961-99.9% | $10,693-99.9% | $14,365-99.9% |