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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 | $3,835 | $180,459-97.9% | $154,108-97.5% | $135,380-97.2% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -3.52% | 888.21%-891.7pp | 735.21%-738.7pp | 519.81%-523.3pp |
| Employer contribution / active EE | $1,515 | $6,035-74.9% | $5,298-71.4% | $4,779-68.3% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $214 | $16,145-98.7% | $13,411-98.4% | $10,828-98.0% |