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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 | $1,220 | $100,073-98.8% | $85,126-98.6% | $145,877-99.2% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 0.00% | 84.11%-84.1pp | 66.63%-66.6pp | 551.28%-551.3pp |
| Employer contribution / active EE | $415 | $3,236-87.2% | $2,731-84.8% | $4,663-91.1% |
| Participant deferral / active EE | $415 | $5,294-92.2% | $4,523-90.8% | $6,691-93.8% |
| Admin fee / account holder | $7 | $7,261-99.9% | $6,160-99.9% | $13,402-99.9% |