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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 | $1,242 | $127,273-99.0% | $109,895-98.9% | $167,518-99.3% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.2%-7.6pp | 82.1%-15.4pp |
| Annual return | 0.00% | 22.97%-23.0pp | 29.46%-29.5pp | 478.71%-478.7pp |
| Employer contribution / active EE | $289 | $3,324-91.3% | $2,843-89.8% | $4,838-94.0% |
| Participant deferral / active EE | $510 | $4,515-88.7% | $4,049-87.4% | $6,342-92.0% |
| Admin fee / account holder | $0 | $7,117-100.0% | $6,067-100.0% | $12,312-100.0% |