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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 | $921 | $62,592-98.5% | $85,709-98.9% | $85,847-98.9% |
| Participation rate | 2.6% | 61.1%-58.5pp | 69.9%-67.2pp | 69.3%-66.7pp |
| Annual return | 0.00% | 23.77%-23.8pp | 21.49%-21.5pp | 318.61%-318.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,619-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $23 | $2,802-99.2% | $3,924-99.4% | $3,952-99.4% |
| Admin fee / account holder | $1 | $4,643-100.0% | $6,876-100.0% | $6,261-100.0% |