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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 | $1,148 | $29,736-96.1% | $56,033-98.0% | $80,935-98.6% |
| Participation rate | 46.9% | 41.7%+5.2pp | 52.5%-5.6pp | 67.7%-20.8pp |
| Annual return | 11.52% | 35.28%-23.8pp | 1711.38%-1699.9pp | 35.66%-24.1pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $108 | $1,228-91.2% | $1,954-94.5% | $4,299-97.5% |
| Admin fee / account holder | $1 | $2,434-100.0% | $2,827-100.0% | $6,924-100.0% |