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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 | $1,540 | $29,670-94.8% | $56,054-97.3% | $80,911-98.1% |
| Participation rate | 7.7% | 41.7%-34.0pp | 52.5%-44.8pp | 67.6%-60.0pp |
| Annual return | 15.25% | 35.24%-20.0pp | 1705.95%-1690.7pp | 35.63%-20.4pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $92 | $1,227-92.5% | $1,952-95.3% | $4,297-97.9% |
| Admin fee / account holder | $199 | $2,431-91.8% | $2,822-92.9% | $6,935-97.1% |