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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 | $541 | $56,628-99.0% | - | $135,380-99.6% |
| Participation rate | 9.1% | 67.9%-58.8pp | - | 82.6%-73.6pp |
| Annual return | 0.00% | 2630.24%-2630.2pp | - | 519.81%-519.8pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | - | $4,779-100.0% |
| Participant deferral / active EE | $51 | $3,718-98.6% | - | $5,609-99.1% |
| Admin fee / account holder | $0 | $1,588-100.0% | - | $10,828-100.0% |