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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 | $2,389 | $34,316-93.0% | $74,722-96.8% | $72,975-96.7% |
| Participation rate | 5.1% | 42.4%-37.3pp | 54.5%-49.3pp | 69.5%-64.4pp |
| Annual return | 40.90% | 26.58%+14.3pp | 753.11%-712.2pp | 81.01%-40.1pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $73 | $1,272-94.3% | $1,963-96.3% | $3,608-98.0% |
| Admin fee / account holder | $6 | $2,125-99.7% | $3,335-99.8% | $5,124-99.9% |