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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 | $786 | $72,177-98.9% | $115,037-99.3% | $59,633-98.7% |
| Participation rate | 23.1% | 72.6%-49.5pp | 81.4%-58.3pp | 68.7%-45.6pp |
| Annual return | 0.00% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $180 | $4,783-96.2% | $6,026-97.0% | $3,192-94.3% |
| Admin fee / account holder | $4 | $4,927-99.9% | $8,175-100.0% | $4,297-99.9% |