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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 | $1,636 | $90,486-98.2% | $78,676-97.9% | $273,972-99.4% |
| Participation rate | 12.5% | 76.5%-64.0pp | 73.6%-61.1pp | 83.0%-70.5pp |
| Annual return | 0.00% | 75.62%-75.6pp | 62.19%-62.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $98 | $3,175-96.9% | $2,850-96.6% | $4,869-98.0% |
| Participant deferral / active EE | $98 | $3,901-97.5% | $3,517-97.2% | $5,287-98.2% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |