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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 | $209 | $91,474-99.8% | $135,982-99.8% | $71,529-99.7% |
| Participation rate | 12.1% | 75.7%-63.6pp | 81.9%-69.8pp | 67.9%-55.8pp |
| Annual return | 0.00% | 29.89%-29.9pp | 68.32%-68.3pp | 28.97%-29.0pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $27 | $7,095-99.6% | $7,760-99.7% | $4,291-99.4% |
| Admin fee / account holder | $29 | $1,267-97.7% | $10,767-99.7% | $1,588-98.2% |