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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 | $137 | $111,814-99.9% | $103,378-99.9% | $145,978-99.9% |
| Participation rate | 9.1% | 77.9%-68.8pp | 74.5%-65.4pp | 80.3%-71.2pp |
| Annual return | 0.00% | 24.80%-24.8pp | 24.91%-24.9pp | 550.52%-550.5pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $22 | $5,618-99.6% | $5,058-99.6% | $6,690-99.7% |
| Admin fee / account holder | $133 | $9,764-98.6% | $8,401-98.4% | $13,400-99.0% |