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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 | $1,367 | $95,975-98.6% | $74,552-98.2% | $135,382-99.0% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | 0.00% | 56.96%-57.0pp | 32.53%-32.5pp | 519.77%-519.8pp |
| Employer contribution / active EE | $496 | $2,716-81.7% | $1,961-74.7% | $4,779-89.6% |
| Participant deferral / active EE | $496 | $3,844-87.1% | $3,108-84.0% | $5,609-91.2% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,829-100.0% |