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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 | $301 | $107,806-99.7% | $90,655-99.7% | $135,382-99.8% |
| Participation rate | 57.1% | 78.0%-20.9pp | 74.0%-16.9pp | 82.6%-25.5pp |
| Annual return | 0.00% | -0.90%+0.9pp | 1.89%-1.9pp | 519.77%-519.8pp |
| Employer contribution / active EE | $100 | $3,018-96.7% | $2,532-96.1% | $4,779-97.9% |
| Participant deferral / active EE | $83 | $3,872-97.9% | $3,425-97.6% | $5,609-98.5% |
| Admin fee / account holder | $1 | $5,931-100.0% | $4,994-100.0% | $10,829-100.0% |