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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 | $797 | $102,828-99.2% | $105,387-99.2% | $152,885-99.5% |
| Participation rate | 16.7% | 83.8%-67.1pp | 82.6%-65.9pp | 82.5%-65.8pp |
| Annual return | 0.00% | 20.85%-20.9pp | 26.82%-26.8pp | 345.39%-345.4pp |
| Employer contribution / active EE | $0 | $4,473-100.0% | $4,213-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $130 | $5,465-97.6% | $5,502-97.6% | $5,851-97.8% |
| Admin fee / account holder | $0 | $8,683-100.0% | $6,559-100.0% | $11,598-100.0% |