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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 | $789 | $100,938-99.2% | $90,461-99.1% | $158,982-99.5% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.7%-32.7pp | 82.0%-42.0pp |
| Annual return | 0.00% | 1727.20%-1727.2pp | 1294.76%-1294.8pp | 302.99%-303.0pp |
| Employer contribution / active EE | $158 | $3,691-95.7% | $3,264-95.2% | $4,763-96.7% |
| Participant deferral / active EE | $158 | $4,350-96.4% | $3,964-96.0% | $5,983-97.4% |
| Admin fee / account holder | $1 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |