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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 | $4,612 | $41,150-88.8% | $80,627-94.3% | $71,511-93.6% |
| Participation rate | 10.4% | 50.3%-39.9pp | 67.0%-56.6pp | 67.9%-57.6pp |
| Annual return | 26.03% | 38.48%-12.4pp | 936.76%-910.7pp | 28.86%-2.8pp |
| Employer contribution / active EE | $0 | $1,515-100.0% | $2,723-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $258 | $2,701-90.4% | $4,443-94.2% | $4,291-94.0% |
| Admin fee / account holder | $20 | $1,841-98.9% | $5,381-99.6% | $1,588-98.8% |