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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 | $1,221 | $46,599-97.4% | $64,101-98.1% | $75,173-98.4% |
| Participation rate | 9.7% | 65.9%-56.3pp | 72.3%-62.6pp | 67.2%-57.5pp |
| Annual return | 40.20% | 26.06%+14.1pp | 33.72%+6.5pp | 160.72%-120.5pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $72 | $2,837-97.4% | $3,881-98.1% | $4,126-98.2% |
| Admin fee / account holder | $3 | $2,956-99.9% | $3,070-99.9% | $5,651-99.9% |