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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 | $1,145 | $77,638-98.5% | $156,551-99.3% | $62,881-98.2% |
| Participation rate | 2.9% | 71.2%-68.3pp | 84.0%-81.2pp | 69.3%-66.4pp |
| Annual return | 21.57% | 50.33%-28.8pp | 32.23%-10.7pp | 20.14%+1.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $20 | $3,046-99.3% | $4,871-99.6% | $3,203-99.4% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |