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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 | $318 | $817,678-100.0% | $392,568-99.9% | $152,897-99.8% |
| Participation rate | 56.5% | 82.0%-25.5pp | 78.1%-21.5pp | 82.5%-25.9pp |
| Annual return | 0.00% | 22.84%-22.8pp | 24.42%-24.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $0 | $5,502-100.0% | $3,783-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $150 | $8,398-98.2% | $5,985-97.5% | $5,851-97.4% |
| Admin fee / account holder | $0 | $12,095-100.0% | $6,260-100.0% | $11,599-100.0% |