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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 | $7,399 | $90,607-91.8% | $79,467-90.7% | $135,380-94.5% |
| Participation rate | 7.7% | 76.0%-68.4pp | 73.3%-65.7pp | 82.6%-74.9pp |
| Annual return | 0.00% | 977.74%-977.7pp | 718.30%-718.3pp | 519.81%-519.8pp |
| Employer contribution / active EE | $615 | $3,068-79.9% | $2,800-78.0% | $4,779-87.1% |
| Participant deferral / active EE | $500 | $4,050-87.7% | $3,704-86.5% | $5,609-91.1% |
| Admin fee / account holder | $28 | $5,895-99.5% | $5,104-99.5% | $10,828-99.7% |