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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 | $4,489 | $53,128-91.6% | $86,582-94.8% | $70,126-93.6% |
| Participation rate | 5.3% | 65.3%-60.0pp | 73.5%-68.3pp | 69.5%-64.3pp |
| Annual return | 19.11% | 27.66%-8.5pp | 965.08%-946.0pp | 73.15%-54.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $65 | $2,695-97.6% | $3,609-98.2% | $3,332-98.0% |
| Admin fee / account holder | $0 | $3,584-100.0% | $4,904-100.0% | $4,645-100.0% |