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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 | $21,132 | $77,788-72.8% | $119,126-82.3% | $64,728-67.4% |
| Participation rate | 1.1% | 69.4%-68.3pp | 75.8%-74.7pp | 57.9%-56.8pp |
| Annual return | 20.29% | 13.19%+7.1pp | 282.11%-261.8pp | 49.38%-29.1pp |
| Employer contribution / active EE | $0 | $4,031-100.0% | $4,034-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $70 | $2,599-97.3% | $5,318-98.7% | $2,729-97.5% |
| Admin fee / account holder | $88 | $1,365-93.6% | $10,693-99.2% | $1,145-92.3% |