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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 | $3,322 | $101,342-96.7% | - | $158,966-97.9% |
| Participation rate | 29.4% | 71.5%-42.1pp | - | 82.0%-52.6pp |
| Annual return | 10.72% | 35.92%-25.2pp | - | 302.95%-292.2pp |
| Employer contribution / active EE | $0 | $3,741-100.0% | - | $4,762-100.0% |
| Participant deferral / active EE | $221 | $4,815-95.4% | - | $5,983-96.3% |
| Admin fee / account holder | $20 | $2,869-99.3% | - | $11,250-99.8% |