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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 | $538 | $92,798-99.4% | $96,707-99.4% | $137,256-99.6% |
| Participation rate | 62.5% | 81.6%-19.1pp | 80.4%-17.9pp | 80.0%-17.5pp |
| Annual return | 0.00% | 31.24%-31.2pp | 34.78%-34.8pp | 220.34%-220.3pp |
| Employer contribution / active EE | $0 | $4,147-100.0% | $4,191-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $327 | $5,877-94.4% | $5,997-94.5% | $6,407-94.9% |
| Admin fee / account holder | $0 | $7,946-100.0% | $7,503-100.0% | $12,270-100.0% |