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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 | $903 | $81,070-98.9% | $86,582-99.0% | - |
| Participation rate | 21.2% | 69.8%-48.6pp | 73.5%-52.3pp | - |
| Annual return | 0.00% | 13.68%-13.7pp | 965.08%-965.1pp | - |
| Employer contribution / active EE | $0 | $2,009-100.0% | $2,839-100.0% | - |
| Participant deferral / active EE | $188 | $3,009-93.8% | $3,609-94.8% | - |
| Admin fee / account holder | $0 | $2,785-100.0% | $4,904-100.0% | - |