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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 | $1,224 | $101,342-98.8% | - | $158,966-99.2% |
| Participation rate | 30.4% | 71.5%-41.1pp | - | 82.0%-51.5pp |
| Annual return | 0.00% | 35.92%-35.9pp | - | 302.95%-302.9pp |
| Employer contribution / active EE | $0 | $3,741-100.0% | - | $4,762-100.0% |
| Participant deferral / active EE | $397 | $4,815-91.8% | - | $5,983-93.4% |
| Admin fee / account holder | $1 | $2,869-100.0% | - | $11,250-100.0% |