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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 | $128 | $50,972-99.7% | $88,538-99.9% | $72,975-99.8% |
| Participation rate | 69.1% | 63.4%+5.7pp | 68.7%+0.4pp | 69.5%-0.4pp |
| Annual return | 0.00% | 29.62%-29.6pp | 43.64%-43.6pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $1,475-100.0% | $2,098-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $137 | $2,230-93.8% | $2,914-95.3% | $3,608-96.2% |
| Admin fee / account holder | $4 | $3,230-99.9% | $4,310-99.9% | $5,124-99.9% |