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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 | $1,450 | $85,024-98.3% | $70,544-97.9% | $139,466-99.0% |
| Participation rate | 18.2% | 73.9%-55.7pp | 68.4%-50.2pp | 80.3%-62.2pp |
| Annual return | 0.00% | 30.39%-30.4pp | 32.79%-32.8pp | 373.66%-373.7pp |
| Employer contribution / active EE | $0 | $3,912-100.0% | $2,976-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $249 | $5,891-95.8% | $4,568-94.5% | $6,712-96.3% |
| Admin fee / account holder | $1 | $8,928-100.0% | $6,427-100.0% | $11,409-100.0% |