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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 | $4,361 | $29,554-85.2% | $56,054-92.2% | $77,692-94.4% |
| Participation rate | 5.1% | 32.6%-27.5pp | 52.5%-47.4pp | 70.6%-65.5pp |
| Annual return | 13.99% | 18.89%-4.9pp | 1705.95%-1692.0pp | 31.25%-17.3pp |
| Employer contribution / active EE | $0 | $568-100.0% | $1,039-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $117 | $1,061-88.9% | $1,952-94.0% | $4,648-97.5% |
| Admin fee / account holder | $291 | $1,046-72.2% | $2,822-89.7% | $431-32.5% |