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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 | $1,233 | $29,733-95.9% | $56,025-97.8% | $80,959-98.5% |
| Participation rate | 2.9% | 41.7%-38.9pp | 52.5%-49.7pp | 67.7%-64.8pp |
| Annual return | 16.78% | 35.28%-18.5pp | 1712.69%-1695.9pp | 35.67%-18.9pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $15 | $1,229-98.8% | $1,955-99.2% | $4,300-99.6% |
| Admin fee / account holder | $4 | $2,434-99.8% | $2,828-99.9% | $6,925-99.9% |