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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 | $1,174 | $113,174-99.0% | - | $145,897-99.2% |
| Participation rate | 11.1% | 68.8%-57.7pp | - | 80.3%-69.2pp |
| Annual return | 14.66% | 21.70%-7.0pp | - | 552.29%-537.6pp |
| Employer contribution / active EE | $0 | $5,760-100.0% | - | $4,663-100.0% |
| Participant deferral / active EE | $33 | $5,566-99.4% | - | $6,689-99.5% |
| Admin fee / account holder | $5 | $6,302-99.9% | - | $13,390-100.0% |