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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 | $639 | $90,606-99.3% | $79,466-99.2% | $135,379-99.5% |
| Participation rate | 53.8% | 76.0%-22.2pp | 73.3%-19.5pp | 82.6%-28.8pp |
| Annual return | 0.00% | 977.69%-977.7pp | 718.28%-718.3pp | 519.79%-519.8pp |
| Employer contribution / active EE | $135 | $3,068-95.6% | $2,800-95.2% | $4,779-97.2% |
| Participant deferral / active EE | $275 | $4,050-93.2% | $3,704-92.6% | $5,609-95.1% |
| Admin fee / account holder | $3 | $5,895-99.9% | $5,104-99.9% | $10,828-100.0% |