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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 | $5,329 | $165,381-96.8% | $149,730-96.4% | $158,966-96.6% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 0.00% | 348.29%-348.3pp | 276.70%-276.7pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,017 | $5,104-80.1% | $4,645-78.1% | $4,762-78.7% |
| Participant deferral / active EE | $1,470 | $7,182-79.5% | $6,843-78.5% | $5,983-75.4% |
| Admin fee / account holder | $3 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |