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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 | $47,105-96.5% | $68,368-97.6% | $67,986-97.6% |
| Participation rate | 0.9% | 51.8%-50.9pp | 73.8%-72.9pp | 57.2%-56.3pp |
| Annual return | 12.61% | 48.37%-35.8pp | 292.57%-280.0pp | 31.67%-19.1pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2 | $2,374-99.9% | $4,123-100.0% | $3,358-99.9% |
| Admin fee / account holder | $7 | $2,435-99.7% | $5,150-99.9% | $3,203-99.8% |