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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 | $436 | $174,018-99.7% | $136,833-99.7% | $198,609-99.8% |
| Participation rate | 10.0% | 65.1%-55.1pp | 59.0%-49.0pp | 82.4%-72.4pp |
| Annual return | 0.00% | 35.16%-35.2pp | 35.32%-35.3pp | 202.70%-202.7pp |
| Employer contribution / active EE | $82 | $1,571-94.8% | $1,319-93.8% | $5,055-98.4% |
| Participant deferral / active EE | $82 | $2,873-97.1% | $2,441-96.6% | $6,977-98.8% |
| Admin fee / account holder | $135 | $5,434-97.5% | $4,706-97.1% | $19,030-99.3% |