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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 | $9,269 | $104,907-91.2% | $84,610-89.0% | $152,870-93.9% |
| Participation rate | 68.2% | 74.8%-6.6pp | 68.2%-0.1pp | 82.4%-14.3pp |
| Annual return | 0.00% | 373.79%-373.8pp | 258.74%-258.7pp | 345.34%-345.3pp |
| Employer contribution / active EE | $347 | $3,301-89.5% | $2,652-86.9% | $4,763-92.7% |
| Participant deferral / active EE | $566 | $4,688-87.9% | $3,899-85.5% | $5,850-90.3% |
| Admin fee / account holder | $40 | $6,241-99.4% | $4,912-99.2% | $11,597-99.7% |