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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 | $1,305 | $21,287-93.9% | - | $68,495-98.1% |
| Participation rate | 5.0% | 40.3%-35.3pp | - | 67.9%-62.9pp |
| Annual return | 0.00% | -16.24%+16.2pp | - | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $1,123-100.0% | - | $2,596-100.0% |
| Participant deferral / active EE | $66 | $1,533-95.7% | - | $4,028-98.4% |
| Admin fee / account holder | $1 | $2,220-100.0% | - | $5,403-100.0% |