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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 | $1,468 | $53,837-97.3% | $75,717-98.1% | $85,856-98.3% |
| Participation rate | 1.5% | 69.1%-67.5pp | 74.8%-73.3pp | 69.3%-67.8pp |
| Annual return | 18.39% | 24.54%-6.1pp | 104.58%-86.2pp | 318.58%-300.2pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $20 | $2,895-99.3% | $3,821-99.5% | $3,952-99.5% |
| Admin fee / account holder | $5 | $3,341-99.8% | $3,619-99.9% | $6,261-99.9% |