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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 | $50 | $107,666-100.0% | $102,184-100.0% | $154,746-100.0% |
| Participation rate | 50.0% | 83.7%-33.7pp | 82.6%-32.6pp | 80.7%-30.7pp |
| Annual return | 0.00% | 29.33%-29.3pp | 31.58%-31.6pp | 172.34%-172.3pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $25 | $8,719-99.7% | $8,309-99.7% | $6,730-99.6% |
| Admin fee / account holder | $0 | $12,943-100.0% | $11,609-100.0% | $14,365-100.0% |