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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 | $1,991 | $61,787-96.8% | $97,197-98.0% | $80,925-97.5% |
| Participation rate | 11.8% | 63.5%-51.7pp | 72.7%-60.9pp | 67.7%-55.9pp |
| Annual return | 16.49% | -558.16%+574.6pp | 75.47%-59.0pp | 35.65%-19.2pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $71 | $3,027-97.7% | $4,263-98.3% | $4,299-98.4% |
| Admin fee / account holder | $8 | $5,170-99.9% | $5,637-99.9% | $6,940-99.9% |