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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 | $46 | $154,467-100.0% | $130,270-100.0% | $139,487-100.0% |
| Participation rate | 11.8% | 79.9%-68.1pp | 76.3%-64.5pp | 80.3%-68.6pp |
| Annual return | 0.00% | 30.58%-30.6pp | 38.89%-38.9pp | 373.84%-373.8pp |
| Employer contribution / active EE | $0 | $5,175-100.0% | $4,128-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $5 | $8,497-99.9% | $6,797-99.9% | $6,713-99.9% |
| Admin fee / account holder | $0 | $9,222-100.0% | $6,022-100.0% | $11,407-100.0% |