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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 | $740 | $90,484-99.2% | $78,675-99.1% | $273,970-99.7% |
| Participation rate | 68.8% | 76.5%-7.8pp | 73.6%-4.8pp | 83.0%-14.3pp |
| Annual return | 0.00% | 75.62%-75.6pp | 62.19%-62.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $124 | $3,175-96.1% | $2,850-95.7% | $4,869-97.5% |
| Participant deferral / active EE | $438 | $3,901-88.8% | $3,517-87.6% | $5,287-91.7% |
| Admin fee / account holder | $15 | $5,263-99.7% | $4,510-99.7% | $10,132-99.9% |