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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 | $1,818 | $58,311-96.9% | $81,882-97.8% | $80,959-97.8% |
| Participation rate | 11.8% | 63.5%-51.7pp | 72.4%-60.6pp | 67.7%-55.9pp |
| Annual return | 12.08% | 41.85%-29.8pp | 779.47%-767.4pp | 35.67%-23.6pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $79 | $3,287-97.6% | $4,323-98.2% | $4,300-98.2% |
| Admin fee / account holder | $7 | $4,752-99.9% | $7,360-99.9% | $6,925-99.9% |