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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 | $3,986 | $154,193-97.4% | $130,045-96.9% | $139,466-97.1% |
| Participation rate | 33.3% | 82.0%-48.6pp | 78.5%-45.2pp | 80.3%-47.0pp |
| Annual return | 0.00% | 32.51%-32.5pp | -137.30%+137.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,143 | $5,292-78.4% | $4,321-73.5% | $4,754-76.0% |
| Participant deferral / active EE | $1,330 | $6,709-80.2% | $5,820-77.1% | $6,712-80.2% |
| Admin fee / account holder | $3 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |