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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 | $1,366 | $74,535-98.2% | $100,712-98.6% | $82,637-98.3% |
| Participation rate | 2.2% | 61.2%-58.9pp | 69.3%-67.0pp | 68.1%-65.8pp |
| Annual return | 29.18% | 18.92%+10.3pp | 33.27%-4.1pp | 53.51%-24.3pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $14 | $3,074-99.5% | $4,085-99.7% | $4,126-99.7% |
| Admin fee / account holder | $4 | $6,576-99.9% | $9,256-100.0% | $7,339-99.9% |