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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 | $2,467 | $65,961-96.3% | $180,320-98.6% | $94,015-97.4% |
| Participation rate | 5.1% | 61.3%-56.1pp | 71.5%-66.4pp | 70.8%-65.7pp |
| Annual return | 20.69% | 14.27%+6.4pp | 778.54%-757.8pp | 17.84%+2.8pp |
| Employer contribution / active EE | $0 | $1,737-100.0% | $4,108-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $67 | $3,003-97.8% | $4,304-98.5% | $4,249-98.4% |
| Admin fee / account holder | $20 | $4,901-99.6% | $10,000-99.8% | $8,951-99.8% |