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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 | $958 | $57,352-98.3% | $83,830-98.9% | $64,173-98.5% |
| Participation rate | 22.8% | 68.6%-45.8pp | 76.1%-53.3pp | 69.6%-46.8pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.97%-851.0pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $235 | $2,993-92.2% | $4,082-94.2% | $3,470-93.2% |
| Admin fee / account holder | $20 | $4,046-99.5% | $5,479-99.6% | $4,887-99.6% |