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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 | $820 | $106,267-99.2% | $96,520-99.2% | $139,456-99.4% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.3%-34.3pp | 80.3%-40.3pp |
| Annual return | 0.00% | 38.45%-38.5pp | 35.72%-35.7pp | 373.45%-373.4pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $331 | $5,454-93.9% | $4,879-93.2% | $6,711-95.1% |
| Admin fee / account holder | $64 | $7,882-99.2% | $6,733-99.1% | $11,407-99.4% |