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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 | $737 | $118,467-99.4% | $98,450-99.3% | $139,456-99.5% |
| Participation rate | 33.3% | 77.5%-44.1pp | 75.2%-41.8pp | 80.3%-47.0pp |
| Annual return | 0.00% | 18.95%-18.9pp | 21.16%-21.2pp | 373.45%-373.4pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $231 | $5,393-95.7% | $4,739-95.1% | $6,711-96.6% |
| Admin fee / account holder | $0 | $14,057-100.0% | $8,961-100.0% | $11,407-100.0% |