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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 | $1,447 | $27,936-94.8% | $58,561-97.5% | $75,173-98.1% |
| Participation rate | 6.2% | 38.8%-32.7pp | 50.9%-44.7pp | 67.2%-61.0pp |
| Annual return | 27.35% | 44.21%-16.9pp | 4251.33%-4224.0pp | 160.72%-133.4pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $64 | $1,202-94.7% | $1,923-96.7% | $4,126-98.4% |
| Admin fee / account holder | $0 | $1,727-100.0% | $2,520-100.0% | $5,651-100.0% |