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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 | $2,176 | $28,167-92.3% | $73,658-97.0% | $64,728-96.6% |
| Participation rate | 0.0% | 21.1%-21.1pp | 57.0%-57.0pp | 57.9%-57.9pp |
| Annual return | 35.95% | 139.75%-103.8pp | 29.72%+6.2pp | 49.38%-13.4pp |
| Employer contribution / active EE | $0 | $373-100.0% | $1,032-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $134 | $597-77.6% | $2,062-93.5% | $2,729-95.1% |
| Admin fee / account holder | $17 | $1,791-99.0% | $3,357-99.5% | $1,145-98.5% |