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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 | $1,464 | $108,911-98.7% | $100,392-98.5% | $145,884-99.0% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 0.00% | 58.23%-58.2pp | 49.45%-49.5pp | 551.85%-551.8pp |
| Employer contribution / active EE | $372 | $4,420-91.6% | $3,941-90.6% | $4,662-92.0% |
| Participant deferral / active EE | $372 | $8,459-95.6% | $8,090-95.4% | $6,690-94.4% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |