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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 | $2,937 | $99,644-97.1% | $86,438-96.6% | $134,532-97.8% |
| Participation rate | 66.7% | 82.1%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | 0.00% | 6787.26%-6787.3pp | 4397.19%-4397.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $897 | $4,402-79.6% | $3,769-76.2% | $4,741-81.1% |
| Participant deferral / active EE | $1,603 | $7,247-77.9% | $6,952-76.9% | $6,401-75.0% |
| Admin fee / account holder | $56 | $8,375-99.3% | $6,733-99.2% | $11,429-99.5% |