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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 | $220 | $46,599-99.5% | $64,101-99.7% | $75,173-99.7% |
| Participation rate | 51.7% | 65.9%-14.2pp | 72.3%-20.6pp | 67.2%-15.5pp |
| Annual return | 0.00% | 26.06%-26.1pp | 33.72%-33.7pp | 160.72%-160.7pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $107 | $2,837-96.2% | $3,881-97.2% | $4,126-97.4% |
| Admin fee / account holder | $0 | $2,956-100.0% | $3,070-100.0% | $5,651-100.0% |