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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 | $421 | $29,733-98.6% | $56,025-99.2% | $80,959-99.5% |
| Participation rate | 28.2% | 41.7%-13.5pp | 52.5%-24.3pp | 67.7%-39.5pp |
| Annual return | 14.05% | 35.28%-21.2pp | 1712.69%-1698.6pp | 35.67%-21.6pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $17 | $1,229-98.6% | $1,955-99.1% | $4,300-99.6% |
| Admin fee / account holder | $13 | $2,434-99.5% | $2,828-99.5% | $6,925-99.8% |