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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 | $408 | $49,976-99.2% | $66,674-99.4% | $82,637-99.5% |
| Participation rate | 45.5% | 63.1%-17.6pp | 73.7%-28.2pp | 68.1%-22.6pp |
| Annual return | 13.66% | 39.09%-25.4pp | 321.24%-307.6pp | 53.51%-39.8pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $99 | $2,847-96.5% | $4,084-97.6% | $4,126-97.6% |
| Admin fee / account holder | $19 | $4,594-99.6% | $5,098-99.6% | $7,339-99.7% |