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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 | $1,281 | $39,028-96.7% | $80,741-98.4% | $85,856-98.5% |
| Participation rate | 10.7% | 41.6%-30.8pp | 54.2%-43.4pp | 69.3%-58.6pp |
| Annual return | 63.93% | 26.31%+37.6pp | 87.30%-23.4pp | 318.58%-254.7pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $159 | $1,326-88.0% | $2,145-92.6% | $3,952-96.0% |
| Admin fee / account holder | $3 | $2,429-99.9% | $3,380-99.9% | $6,261-99.9% |