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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 | $484 | $101,063-99.5% | $81,473-99.4% | $147,586-99.7% |
| Participation rate | 57.1% | 74.5%-17.3pp | 68.0%-10.8pp | 82.8%-25.7pp |
| Annual return | 0.00% | 32.41%-32.4pp | 38.78%-38.8pp | 578.59%-578.6pp |
| Employer contribution / active EE | $388 | $3,206-87.9% | $2,568-84.9% | $4,876-92.1% |
| Participant deferral / active EE | $42 | $4,242-99.0% | $3,537-98.8% | $5,439-99.2% |
| Admin fee / account holder | $36 | $5,812-99.4% | $4,561-99.2% | $10,886-99.7% |