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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 | $2,544 | $52,450-95.1% | $129,384-98.0% | $74,459-96.6% |
| Participation rate | 0.7% | 53.8%-53.1pp | 69.6%-68.9pp | 67.2%-66.5pp |
| Annual return | 15.31% | 15.65%-0.3pp | 9461.77%-9446.5pp | 1369.70%-1354.4pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,153-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $12 | $2,797-99.6% | $4,166-99.7% | $4,350-99.7% |
| Admin fee / account holder | $44 | $2,636-98.3% | $7,686-99.4% | $1,945-97.7% |