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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 | $3,636 | $30,423-88.0% | $56,025-93.5% | $74,478-95.1% |
| Participation rate | 0.6% | 32.9%-32.3pp | 52.5%-51.9pp | 67.2%-66.7pp |
| Annual return | 17.34% | 24.97%-7.6pp | 1712.69%-1695.3pp | 1370.56%-1353.2pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,042-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $8 | $1,176-99.3% | $1,955-99.6% | $4,350-99.8% |
| Admin fee / account holder | $13 | $2,363-99.4% | $2,828-99.5% | $1,946-99.3% |