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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 | $685 | $61,815-98.9% | $97,295-99.3% | $80,959-99.2% |
| Participation rate | 33.3% | 63.5%-30.1pp | 72.7%-39.3pp | 67.7%-34.3pp |
| Annual return | 14.41% | -558.73%+573.1pp | 75.62%-61.2pp | 35.67%-21.3pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $18 | $3,027-99.4% | $4,264-99.6% | $4,300-99.6% |
| Admin fee / account holder | $0 | $5,166-100.0% | $5,646-100.0% | $6,925-100.0% |