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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 | $114 | $76,669-99.9% | $96,520-99.9% | $71,495-99.8% |
| Participation rate | 18.6% | 66.6%-48.0pp | 74.3%-55.7pp | 67.9%-49.3pp |
| Annual return | 0.00% | 48.29%-48.3pp | 35.72%-35.7pp | 28.85%-28.9pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $3,739-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $20 | $3,771-99.5% | $4,879-99.6% | $4,291-99.5% |
| Admin fee / account holder | $0 | $2,028-100.0% | $6,733-100.0% | $1,588-100.0% |