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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 | $1,800 | $58,726-96.9% | $92,240-98.0% | $62,293-97.1% |
| Participation rate | 9.6% | 68.3%-58.7pp | 76.5%-66.9pp | 69.5%-59.9pp |
| Annual return | 45.91% | 43.62%+2.3pp | 176.29%-130.4pp | 28.90%+17.0pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $138 | $2,766-95.0% | $3,897-96.5% | $3,169-95.6% |
| Admin fee / account holder | $24 | $556-95.7% | $5,194-99.5% | $479-95.0% |