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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 | $838 | $45,566-98.2% | $64,105-98.7% | $59,632-98.6% |
| Participation rate | 61.3% | 60.2%+1.1pp | 68.2%-6.9pp | 68.7%-7.4pp |
| Annual return | 0.00% | 4.95%-4.9pp | 791.24%-791.2pp | 2041.32%-2041.3pp |
| Employer contribution / active EE | $213 | $934-77.1% | $1,820-88.3% | $2,203-90.3% |
| Participant deferral / active EE | $306 | $2,057-85.1% | $2,822-89.2% | $3,192-90.4% |
| Admin fee / account holder | $2 | $3,268-99.9% | $4,499-100.0% | $4,297-100.0% |