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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 | $3,357 | $34,316-90.2% | $74,723-95.5% | $72,976-95.4% |
| Participation rate | 19.5% | 42.4%-22.9pp | 54.5%-34.9pp | 69.5%-50.0pp |
| Annual return | 26.03% | 26.58%-0.6pp | 753.18%-727.1pp | 81.02%-55.0pp |
| Employer contribution / active EE | $151 | $692-78.1% | $1,084-86.0% | $2,440-93.8% |
| Participant deferral / active EE | $247 | $1,272-80.5% | $1,962-87.4% | $3,608-93.1% |
| Admin fee / account holder | $0 | $2,125-100.0% | $3,335-100.0% | $5,124-100.0% |