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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 | $52,353-95.3% | $120,225-97.9% | $82,448-97.0% |
| Participation rate | 5.1% | 58.3%-53.2pp | 69.6%-64.5pp | 68.1%-62.9pp |
| Annual return | 20.69% | 61.85%-41.2pp | 439.23%-418.5pp | 41.64%-20.9pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $67 | $2,627-97.5% | $3,999-98.3% | $4,139-98.4% |
| Admin fee / account holder | $20 | $4,363-99.5% | $5,696-99.6% | $7,234-99.7% |