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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 | $966 | $78,672-98.8% | $109,163-99.1% | $85,856-98.9% |
| Participation rate | 42.1% | 68.3%-26.2pp | 75.9%-33.8pp | 69.3%-27.2pp |
| Annual return | 0.00% | 25.09%-25.1pp | 25.75%-25.8pp | 318.58%-318.6pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $444 | $3,467-87.2% | $4,654-90.5% | $3,952-88.8% |
| Admin fee / account holder | $22 | $5,470-99.6% | $6,754-99.7% | $6,261-99.6% |