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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 | $2,004 | $57,072-96.5% | - | $125,389-98.4% |
| Participation rate | 25.0% | 73.1%-48.1pp | - | 83.2%-58.2pp |
| Annual return | 0.00% | 36.57%-36.6pp | - | 282.24%-282.2pp |
| Employer contribution / active EE | $251 | $3,605-93.0% | - | $4,866-94.8% |
| Participant deferral / active EE | $251 | $3,350-92.5% | - | $5,352-95.3% |
| Admin fee / account holder | $3 | $2,644-99.9% | - | $9,541-100.0% |