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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 | $1,404 | $51,638-97.3% | $68,368-97.9% | $82,448-98.3% |
| Participation rate | 16.7% | 63.6%-46.9pp | 73.8%-57.1pp | 68.1%-51.4pp |
| Annual return | 32.37% | 37.53%-5.2pp | 292.57%-260.2pp | 41.64%-9.3pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $124 | $2,914-95.7% | $4,123-97.0% | $4,139-97.0% |
| Admin fee / account holder | $0 | $4,643-100.0% | $5,150-100.0% | $7,234-100.0% |