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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 | $3,652 | $65,555-94.4% | $86,216-95.8% | $75,173-95.1% |
| Participation rate | 2.9% | 60.5%-57.6pp | 69.0%-66.1pp | 67.2%-64.3pp |
| Annual return | 24.69% | 46.07%-21.4pp | 1169.42%-1144.7pp | 160.72%-136.0pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $56 | $3,023-98.1% | $3,986-98.6% | $4,126-98.6% |
| Admin fee / account holder | $11 | $5,469-99.8% | $6,853-99.8% | $5,651-99.8% |