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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 | $256 | $77,460-99.7% | $100,378-99.7% | $80,925-99.7% |
| Participation rate | 32.4% | 76.9%-44.6pp | 81.5%-49.2pp | 67.7%-35.3pp |
| Annual return | 0.00% | 37.24%-37.2pp | 49.41%-49.4pp | 35.65%-35.6pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $92 | $6,818-98.6% | $8,087-98.9% | $4,299-97.9% |
| Admin fee / account holder | $0 | $5,887-100.0% | $7,899-100.0% | $6,940-100.0% |