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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 | $140 | $40,264-99.7% | $57,349-99.8% | $59,633-99.8% |
| Participation rate | 12.0% | 69.2%-57.2pp | 75.1%-63.1pp | 68.7%-56.7pp |
| Annual return | 0.00% | 27.51%-27.5pp | 24.40%-24.4pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $17 | $2,400-99.3% | $3,162-99.5% | $3,192-99.5% |
| Admin fee / account holder | $0 | $2,819-100.0% | $3,356-100.0% | $4,297-100.0% |