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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 | $744 | $45,833-98.4% | $63,018-98.8% | - |
| Participation rate | 38.4% | 71.6%-33.2pp | 74.8%-36.4pp | - |
| Annual return | 0.00% | 9.16%-9.2pp | 87.62%-87.6pp | - |
| Employer contribution / active EE | $0 | $2,232-100.0% | $2,761-100.0% | - |
| Participant deferral / active EE | $278 | $1,887-85.2% | $3,330-91.6% | - |
| Admin fee / account holder | $2 | $3,306-100.0% | $3,601-100.0% | - |