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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 | $857 | $69,541-98.8% | $59,899-98.6% | $135,380-99.4% |
| Participation rate | 12.5% | 77.8%-65.3pp | 74.7%-62.2pp | 82.6%-70.1pp |
| Annual return | -1.70% | 7.95%-9.6pp | 3.46%-5.2pp | 519.81%-521.5pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $101 | $4,206-97.6% | $3,402-97.0% | $5,609-98.2% |
| Admin fee / account holder | $0 | $5,737-100.0% | $3,592-100.0% | $10,828-100.0% |