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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 | $4,796 | $123,918-96.1% | $108,884-95.6% | $135,382-96.5% |
| Participation rate | 0.0% | 71.1%-71.1pp | 64.3%-64.3pp | 82.6%-82.6pp |
| Annual return | 0.00% | 0.89%-0.9pp | -0.99%+1.0pp | 519.77%-519.8pp |
| Employer contribution / active EE | $576 | $4,313-86.6% | $3,750-84.6% | $4,779-88.0% |
| Participant deferral / active EE | $987 | $6,949-85.8% | $6,178-84.0% | $5,609-82.4% |
| Admin fee / account holder | $27 | $8,592-99.7% | $7,560-99.6% | $10,829-99.7% |