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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 | $7,782 | $99,644-92.2% | $86,438-91.0% | $134,532-94.2% |
| Participation rate | 55.6% | 82.1%-26.5pp | 80.3%-24.8pp | 81.2%-25.7pp |
| Annual return | 1.51% | 6787.26%-6785.7pp | 4397.19%-4395.7pp | 418.27%-416.8pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $78 | $7,247-98.9% | $6,952-98.9% | $6,401-98.8% |
| Admin fee / account holder | $4 | $8,375-99.9% | $6,733-99.9% | $11,429-100.0% |