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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 | $938 | $117,777-99.2% | $71,778-98.7% | $134,545-99.3% |
| Participation rate | 47.1% | 68.9%-21.8pp | 62.3%-15.3pp | 81.2%-34.2pp |
| Annual return | 0.00% | 25.46%-25.5pp | 9.15%-9.2pp | 418.37%-418.4pp |
| Employer contribution / active EE | $352 | $2,525-86.1% | $1,704-79.3% | $4,742-92.6% |
| Participant deferral / active EE | $357 | $3,756-90.5% | $2,656-86.6% | $6,401-94.4% |
| Admin fee / account holder | $1 | $6,379-100.0% | $3,974-100.0% | $11,431-100.0% |