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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 | $29,525-85.2% | $56,033-92.2% | $77,736-94.4% |
| Participation rate | 5.1% | 32.7%-27.6pp | 52.5%-47.4pp | 70.6%-65.5pp |
| Annual return | 13.99% | 18.90%-4.9pp | 1711.38%-1697.4pp | 31.26%-17.3pp |
| Employer contribution / active EE | $0 | $569-100.0% | $1,041-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $117 | $1,062-89.0% | $1,954-94.0% | $4,651-97.5% |
| Admin fee / account holder | $291 | $1,040-72.1% | $2,827-89.7% | $433-32.9% |