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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 | $255 | $103,966-99.8% | $112,899-99.8% | $75,173-99.7% |
| Participation rate | 6.5% | 75.7%-69.2pp | 80.5%-74.1pp | 67.2%-60.8pp |
| Annual return | 0.00% | 24.54%-24.5pp | 34.11%-34.1pp | 160.72%-160.7pp |
| Employer contribution / active EE | $0 | $3,870-100.0% | $4,566-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $16 | $5,456-99.7% | $6,516-99.8% | $4,126-99.6% |
| Admin fee / account holder | $0 | $7,663-100.0% | $7,047-100.0% | $5,651-100.0% |