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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 | $1,114 | $49,891-97.8% | $80,607-98.6% | $75,181-98.5% |
| Participation rate | 4.8% | 55.3%-50.6pp | 67.0%-62.2pp | 67.2%-62.4pp |
| Annual return | 35.83% | 34.67%+1.2pp | 936.11%-900.3pp | 160.69%-124.9pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $54 | $2,991-98.2% | $4,448-98.8% | $4,126-98.7% |
| Admin fee / account holder | $31 | $3,578-99.1% | $5,379-99.4% | $5,650-99.5% |