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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 | $1,895 | $44,980-95.8% | $85,063-97.8% | $77,692-97.6% |
| Participation rate | 0.3% | 48.6%-48.4pp | 67.5%-67.3pp | 70.6%-70.3pp |
| Annual return | 44.35% | 79.13%-34.8pp | 66.54%-22.2pp | 31.25%+13.1pp |
| Employer contribution / active EE | $0 | $1,607-100.0% | $2,727-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4 | $2,804-99.9% | $4,523-99.9% | $4,648-99.9% |
| Admin fee / account holder | $5 | $911-99.5% | $6,155-99.9% | $431-98.8% |