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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 | $1,628 | $45,900-96.5% | $94,057-98.3% | $64,340-97.5% |
| Participation rate | 0.9% | 50.6%-49.7pp | 73.3%-72.5pp | 55.2%-54.4pp |
| Annual return | 12.61% | 50.47%-37.9pp | 480.62%-468.0pp | 24.14%-11.5pp |
| Employer contribution / active EE | $0 | $1,612-100.0% | $2,933-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $2 | $2,102-99.9% | $4,709-100.0% | $2,980-99.9% |
| Admin fee / account holder | $7 | $3,143-99.8% | $7,244-99.9% | $3,703-99.8% |