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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 | $1,883 | $75,832-97.5% | $147,617-98.7% | $59,633-96.8% |
| Participation rate | 37.7% | 71.6%-33.9pp | 84.6%-47.0pp | 68.7%-31.0pp |
| Annual return | 0.77% | 0.37%+0.4pp | 61.98%-61.2pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $148 | $3,131-95.3% | $4,895-97.0% | $3,192-95.4% |
| Admin fee / account holder | $291 | $5,986-95.1% | $11,612-97.5% | $4,297-93.2% |