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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 | $658 | $61,338-98.9% | $149,717-99.6% | $71,495-99.1% |
| Participation rate | 1.9% | 62.5%-60.6pp | 78.8%-76.8pp | 67.9%-66.0pp |
| Annual return | 16.44% | 35.86%-19.4pp | 134.41%-118.0pp | 28.85%-12.4pp |
| Employer contribution / active EE | $0 | $2,381-100.0% | $4,820-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $16 | $2,919-99.4% | $5,682-99.7% | $4,291-99.6% |
| Admin fee / account holder | $81 | $1,263-93.6% | $13,213-99.4% | $1,588-94.9% |