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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 | $2,876 | $58,311-95.1% | $81,882-96.5% | $80,959-96.4% |
| Participation rate | 1.6% | 63.5%-61.9pp | 72.4%-70.8pp | 67.7%-66.1pp |
| Annual return | 13.92% | 41.85%-27.9pp | 779.47%-765.6pp | 35.67%-21.7pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $18 | $3,287-99.5% | $4,323-99.6% | $4,300-99.6% |
| Admin fee / account holder | $0 | $4,752-100.0% | $7,360-100.0% | $6,925-100.0% |