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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 | $29,716-94.8% | $56,077-97.3% | $80,925-98.1% |
| Participation rate | 7.7% | 41.7%-34.0pp | 52.5%-44.8pp | 67.7%-60.0pp |
| Annual return | 15.25% | 35.30%-20.0pp | 1709.28%-1694.0pp | 35.65%-20.4pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $92 | $1,228-92.5% | $1,954-95.3% | $4,299-97.9% |
| Admin fee / account holder | $199 | $2,432-91.8% | $2,825-93.0% | $6,940-97.1% |