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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 | $2,376 | $34,316-93.1% | $74,722-96.8% | $72,975-96.7% |
| Participation rate | 8.1% | 42.4%-34.3pp | 54.5%-46.4pp | 69.5%-61.4pp |
| Annual return | 22.27% | 26.58%-4.3pp | 753.11%-730.8pp | 81.01%-58.7pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $20 | $1,272-98.4% | $1,963-99.0% | $3,608-99.4% |
| Admin fee / account holder | $0 | $2,125-100.0% | $3,335-100.0% | $5,124-100.0% |