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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 | $2,565 | $47,105-94.6% | $68,368-96.2% | $67,986-96.2% |
| Participation rate | 3.8% | 51.8%-48.0pp | 73.8%-70.0pp | 57.2%-53.4pp |
| Annual return | 19.00% | 48.37%-29.4pp | 292.57%-273.6pp | 31.67%-12.7pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $38 | $2,374-98.4% | $4,123-99.1% | $3,358-98.9% |
| Admin fee / account holder | $221 | $2,435-90.9% | $5,150-95.7% | $3,203-93.1% |