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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 | $291 | $57,541-99.5% | $95,740-99.7% | $75,173-99.6% |
| Participation rate | 10.1% | 62.5%-52.4pp | 72.3%-62.1pp | 67.2%-57.1pp |
| Annual return | 0.00% | 34.93%-34.9pp | 28.41%-28.4pp | 160.72%-160.7pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,836-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $29 | $3,074-99.1% | $4,244-99.3% | $4,126-99.3% |
| Admin fee / account holder | $14 | $4,099-99.7% | $5,676-99.7% | $5,651-99.7% |