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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 | $694 | $138,386-99.5% | $184,260-99.6% | $80,935-99.1% |
| Participation rate | 62.1% | 83.9%-21.8pp | 86.8%-24.7pp | 67.7%-5.5pp |
| Annual return | 0.00% | 20.02%-20.0pp | 28.84%-28.8pp | 35.66%-35.7pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $431 | $7,076-93.9% | $9,133-95.3% | $4,299-90.0% |
| Admin fee / account holder | $0 | $10,489-100.0% | $13,898-100.0% | $6,924-100.0% |