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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 | $2,053 | $30,437-93.3% | $56,033-96.3% | $74,459-97.2% |
| Participation rate | 2.8% | 32.9%-30.1pp | 52.5%-49.7pp | 67.2%-64.5pp |
| Annual return | 14.10% | 24.96%-10.9pp | 1711.38%-1697.3pp | 1369.70%-1355.6pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,041-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $20 | $1,176-98.3% | $1,954-99.0% | $4,350-99.5% |
| Admin fee / account holder | $7 | $2,363-99.7% | $2,827-99.8% | $1,945-99.6% |