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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 | $130 | $102,609-99.9% | $98,090-99.9% | $138,895-99.9% |
| Participation rate | 64.3% | 82.8%-18.5pp | 81.5%-17.3pp | 79.9%-15.6pp |
| Annual return | 0.00% | 36.44%-36.4pp | 37.05%-37.0pp | 145.39%-145.4pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $108 | $8,167-98.7% | $7,845-98.6% | $6,396-98.3% |
| Admin fee / account holder | $0 | $11,434-100.0% | $11,815-100.0% | $12,562-100.0% |