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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 | $854 | $66,402-98.7% | $109,895-99.2% | $85,856-99.0% |
| Participation rate | 31.0% | 63.9%-32.8pp | 74.2%-43.2pp | 69.3%-38.3pp |
| Annual return | 0.00% | 19.59%-19.6pp | 29.46%-29.5pp | 318.58%-318.6pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,843-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $315 | $2,842-88.9% | $4,049-92.2% | $3,952-92.0% |
| Admin fee / account holder | $0 | $4,557-100.0% | $6,067-100.0% | $6,261-100.0% |