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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 | $6,288 | $166,089-96.2% | $164,928-96.2% | $145,978-95.7% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | 0.00% | 100.26%-100.3pp | 70.08%-70.1pp | 550.52%-550.5pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,970 | $6,961-71.7% | $6,034-67.3% | $6,690-70.5% |
| Admin fee / account holder | $15 | $16,641-99.9% | $12,684-99.9% | $13,400-99.9% |