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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 | $168 | $287,456-99.9% | $170,435-99.9% | - |
| Participation rate | 15.2% | 60.6%-45.5pp | 83.6%-68.4pp | - |
| Annual return | 0.00% | 6.06%-6.1pp | 205.94%-205.9pp | - |
| Employer contribution / active EE | $0 | $2,242-100.0% | $5,432-100.0% | - |
| Participant deferral / active EE | $25 | $2,113-98.8% | $4,939-99.5% | - |
| Admin fee / account holder | $0 | $39,812-100.0% | $13,881-100.0% | - |