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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 | $814 | $61,605-98.7% | $112,273-99.3% | $75,181-98.9% |
| Participation rate | 10.0% | 61.7%-51.7pp | 72.4%-62.4pp | 67.2%-57.2pp |
| Annual return | 0.00% | 28.47%-28.5pp | 30.23%-30.2pp | 160.69%-160.7pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,431-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $75 | $3,108-97.6% | $4,800-98.4% | $4,126-98.2% |
| Admin fee / account holder | $0 | $4,862-100.0% | $7,752-100.0% | $5,650-100.0% |