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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 | $936 | $95,188-99.0% | $76,518-98.8% | $135,380-99.3% |
| Participation rate | 60.0% | 74.4%-14.4pp | 68.0%-8.0pp | 82.6%-22.6pp |
| Annual return | 0.00% | 4.85%-4.9pp | -0.27%+0.3pp | 519.81%-519.8pp |
| Employer contribution / active EE | $302 | $3,303-90.9% | $2,647-88.6% | $4,779-93.7% |
| Participant deferral / active EE | $302 | $4,640-93.5% | $3,836-92.1% | $5,609-94.6% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |