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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 | $202 | $110,248-99.8% | $95,728-99.8% | $139,456-99.9% |
| Participation rate | 16.7% | 75.7%-59.1pp | 72.3%-55.6pp | 80.3%-63.7pp |
| Annual return | 0.00% | 27.16%-27.2pp | 28.40%-28.4pp | 373.45%-373.4pp |
| Employer contribution / active EE | $0 | $3,258-100.0% | $2,835-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $52 | $4,675-98.9% | $4,245-98.8% | $6,711-99.2% |
| Admin fee / account holder | $125 | $6,607-98.1% | $5,673-97.8% | $11,407-98.9% |