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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 | $2,474 | $79,209-96.9% | $102,434-97.6% | $74,459-96.7% |
| Participation rate | 0.7% | 74.8%-74.1pp | 76.5%-75.8pp | 67.2%-66.5pp |
| Annual return | 14.43% | 54.98%-40.6pp | 29.46%-15.0pp | 1369.70%-1355.3pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1 | $4,417-100.0% | $5,055-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,002-100.0% | $9,462-100.0% | $1,945-100.0% |