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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 | $654 | $127,096-99.5% | $105,736-99.4% | $135,380-99.5% |
| Participation rate | 53.8% | 82.7%-28.9pp | 76.3%-22.5pp | 82.6%-28.8pp |
| Annual return | 0.00% | 4.49%-4.5pp | 6.27%-6.3pp | 519.81%-519.8pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $355 | $5,064-93.0% | $4,080-91.3% | $5,609-93.7% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,828-100.0% |