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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 | $1,940 | $102,547-98.1% | $78,210-97.5% | $147,586-98.7% |
| Participation rate | 15.4% | 74.4%-59.0pp | 68.7%-53.3pp | 82.8%-67.4pp |
| Annual return | 20.34% | 51.08%-30.7pp | 40.90%-20.6pp | 578.59%-558.3pp |
| Employer contribution / active EE | $16 | $2,617-99.4% | $2,034-99.2% | $4,876-99.7% |
| Participant deferral / active EE | $27 | $3,481-99.2% | $2,823-99.0% | $5,439-99.5% |
| Admin fee / account holder | $0 | $5,059-100.0% | $3,758-100.0% | $10,886-100.0% |