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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 | $423 | $51,222-99.2% | $70,544-99.4% | $75,173-99.4% |
| Participation rate | 15.9% | 61.0%-45.1pp | 68.4%-52.4pp | 67.2%-51.3pp |
| Annual return | 0.00% | 30.06%-30.1pp | 32.79%-32.8pp | 160.72%-160.7pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $66 | $2,850-97.7% | $4,568-98.6% | $4,126-98.4% |
| Admin fee / account holder | $0 | $4,096-100.0% | $6,427-100.0% | $5,651-100.0% |