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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 | $697 | $69,274-99.0% | $64,097-98.9% | $139,487-99.5% |
| Participation rate | 69.2% | 75.6%-6.4pp | 72.3%-3.1pp | 80.3%-11.1pp |
| Annual return | 0.00% | 46.00%-46.0pp | 33.75%-33.7pp | 373.84%-373.8pp |
| Employer contribution / active EE | $566 | $3,187-82.2% | $2,750-79.4% | $4,755-88.1% |
| Participant deferral / active EE | $675 | $4,685-85.6% | $3,881-82.6% | $6,713-89.9% |
| Admin fee / account holder | $53 | $4,247-98.8% | $3,070-98.3% | $11,407-99.5% |