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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 | $114,119-95.1% | $107,187-94.8% | $138,895-96.0% |
| Participation rate | 41.7% | 78.1%-36.4pp | 75.0%-33.4pp | 79.9%-38.3pp |
| Annual return | 0.00% | 273.21%-273.2pp | 204.55%-204.5pp | 145.39%-145.4pp |
| Employer contribution / active EE | $988 | $4,059-75.7% | $3,782-73.9% | $4,194-76.5% |
| Participant deferral / active EE | $1,330 | $5,538-76.0% | $5,096-73.9% | $6,396-79.2% |
| Admin fee / account holder | $15 | $10,024-99.9% | $9,162-99.8% | $12,562-99.9% |