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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 | $1,426 | $34,316-95.8% | $74,722-98.1% | $72,975-98.0% |
| Participation rate | 12.8% | 42.4%-29.6pp | 54.5%-41.6pp | 69.5%-56.7pp |
| Annual return | 97.05% | 26.58%+70.5pp | 753.11%-656.1pp | 81.01%+16.0pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $150 | $1,272-88.2% | $1,963-92.3% | $3,608-95.8% |
| Admin fee / account holder | $3 | $2,125-99.9% | $3,335-99.9% | $5,124-99.9% |