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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 | $568 | $275,752-99.8% | $256,809-99.8% | $198,609-99.7% |
| Participation rate | 14.3% | 89.2%-74.9pp | 88.5%-74.2pp | 82.4%-68.1pp |
| Annual return | 0.00% | 34.81%-34.8pp | 32.73%-32.7pp | 202.70%-202.7pp |
| Employer contribution / active EE | $0 | $7,721-100.0% | $7,263-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $80 | $10,037-99.2% | $9,520-99.2% | $6,977-98.9% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |