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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 | $602 | $48,364-98.8% | $71,796-99.2% | $62,881-99.0% |
| Participation rate | 69.6% | 60.6%+8.9pp | 69.1%+0.5pp | 69.3%+0.3pp |
| Annual return | 0.00% | 13.16%-13.2pp | 78.04%-78.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $209 | $1,042-79.9% | $1,924-89.1% | $2,281-90.8% |
| Participant deferral / active EE | $209 | $2,091-90.0% | $2,794-92.5% | $3,203-93.5% |
| Admin fee / account holder | $0 | $3,771-100.0% | $4,815-100.0% | $4,296-100.0% |