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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 | $943 | $68,073-98.6% | $76,080-98.8% | $85,851-98.9% |
| Participation rate | 28.6% | 72.5%-44.0pp | 79.4%-50.9pp | 69.3%-40.7pp |
| Annual return | 0.00% | 19.42%-19.4pp | 42.50%-42.5pp | 318.63%-318.6pp |
| Employer contribution / active EE | $0 | $3,209-100.0% | $3,962-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $337 | $3,799-91.1% | $4,905-93.1% | $3,952-91.5% |
| Admin fee / account holder | $14 | $3,422-99.6% | $4,883-99.7% | $6,261-99.8% |