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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 | $827 | $100,901-99.2% | $75,501-98.9% | $147,586-99.4% |
| Participation rate | 60.0% | 77.1%-17.1pp | 72.4%-12.4pp | 82.8%-22.8pp |
| Annual return | 0.00% | 35.78%-35.8pp | 27.35%-27.4pp | 578.59%-578.6pp |
| Employer contribution / active EE | $245 | $3,253-92.5% | $2,352-89.6% | $4,876-95.0% |
| Participant deferral / active EE | $245 | $4,027-93.9% | $3,142-92.2% | $5,439-95.5% |
| Admin fee / account holder | $2 | $11,285-100.0% | $5,801-100.0% | $10,886-100.0% |