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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 | $1,397 | $29,736-95.3% | $56,033-97.5% | $80,935-98.3% |
| Participation rate | 3.8% | 41.7%-37.9pp | 52.5%-48.6pp | 67.7%-63.8pp |
| Annual return | 17.61% | 35.28%-17.7pp | 1711.38%-1693.8pp | 35.66%-18.0pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $23 | $1,228-98.1% | $1,954-98.8% | $4,299-99.5% |
| Admin fee / account holder | $5 | $2,434-99.8% | $2,827-99.8% | $6,924-99.9% |