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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 | $848 | $58,828-98.6% | $78,002-98.9% | $62,881-98.7% |
| Participation rate | 64.9% | 71.1%-6.2pp | 75.5%-10.7pp | 69.3%-4.4pp |
| Annual return | 0.00% | 17.16%-17.2pp | 425.99%-426.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $316 | $1,672-81.1% | $2,470-87.2% | $2,281-86.1% |
| Participant deferral / active EE | $635 | $2,686-76.3% | $3,497-81.8% | $3,203-80.2% |
| Admin fee / account holder | $17 | $4,393-99.6% | $5,481-99.7% | $4,296-99.6% |