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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 | $100,203-98.8% | $85,240-98.6% | $145,897-99.2% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 0.00% | 84.28%-84.3pp | 66.75%-66.8pp | 552.29%-552.3pp |
| Employer contribution / active EE | $415 | $3,242-87.2% | $2,735-84.8% | $4,663-91.1% |
| Participant deferral / active EE | $415 | $5,299-92.2% | $4,527-90.8% | $6,689-93.8% |
| Admin fee / account holder | $7 | $7,265-99.9% | $6,165-99.9% | $13,390-99.9% |