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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 | $1,159 | $52,353-97.8% | $120,225-99.0% | $82,448-98.6% |
| Participation rate | 44.8% | 58.3%-13.5pp | 69.6%-24.8pp | 68.1%-23.2pp |
| Annual return | 21.07% | 61.85%-40.8pp | 439.23%-418.2pp | 41.64%-20.6pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9 | $2,627-99.7% | $3,999-99.8% | $4,139-99.8% |
| Admin fee / account holder | $43 | $4,363-99.0% | $5,696-99.2% | $7,234-99.4% |