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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 | $892 | $77,419-98.8% | $69,461-98.7% | $152,885-99.4% |
| Participation rate | 66.7% | 78.1%-11.4pp | 74.6%-7.9pp | 82.5%-15.8pp |
| Annual return | 0.00% | 39.07%-39.1pp | 28.97%-29.0pp | 345.39%-345.4pp |
| Employer contribution / active EE | $400 | $3,315-87.9% | $2,779-85.6% | $4,763-91.6% |
| Participant deferral / active EE | $302 | $4,414-93.2% | $3,536-91.5% | $5,851-94.8% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,840-100.0% | $11,598-100.0% |