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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 | $502 | $87,540-99.4% | $75,781-99.3% | $125,392-99.6% |
| Participation rate | 44.4% | 80.2%-35.7pp | 75.8%-31.4pp | 83.2%-38.7pp |
| Annual return | 0.00% | 13.48%-13.5pp | 9.68%-9.7pp | 282.23%-282.2pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $230 | $4,229-94.6% | $3,651-93.7% | $5,351-95.7% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,541-100.0% |