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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 | $320 | $113,338-99.7% | $94,993-99.7% | $147,586-99.8% |
| Participation rate | 60.0% | 78.0%-18.0pp | 73.9%-13.9pp | 82.8%-22.8pp |
| Annual return | 0.00% | 20.80%-20.8pp | 27.14%-27.1pp | 578.59%-578.6pp |
| Employer contribution / active EE | $81 | $3,160-97.4% | $2,603-96.9% | $4,876-98.3% |
| Participant deferral / active EE | $111 | $3,777-97.1% | $3,317-96.7% | $5,439-98.0% |
| Admin fee / account holder | $1 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |