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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 | $268 | $117,623-99.8% | $71,702-99.6% | $134,509-99.8% |
| Participation rate | 5.6% | 68.9%-63.3pp | 62.3%-56.8pp | 81.2%-75.7pp |
| Annual return | 0.00% | 25.44%-25.4pp | 9.14%-9.1pp | 418.13%-418.1pp |
| Employer contribution / active EE | $0 | $2,525-100.0% | $1,704-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $46 | $3,759-98.8% | $2,658-98.3% | $6,400-99.3% |
| Admin fee / account holder | $0 | $6,379-100.0% | $3,974-100.0% | $11,427-100.0% |