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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 | $110,517-98.9% | - | $145,959-99.2% |
| Participation rate | 11.1% | 68.2%-57.1pp | - | 80.3%-69.2pp |
| Annual return | 14.66% | 17.64%-3.0pp | - | 561.95%-547.3pp |
| Employer contribution / active EE | $0 | $5,676-100.0% | - | $4,661-100.0% |
| Participant deferral / active EE | $33 | $5,565-99.4% | - | $6,689-99.5% |
| Admin fee / account holder | $5 | $6,295-99.9% | - | $13,398-100.0% |