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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 | $264 | $21,389-98.8% | - | $68,490-99.6% |
| Participation rate | 2.1% | 40.8%-38.7pp | - | 67.9%-65.8pp |
| Annual return | 0.00% | -15.84%+15.8pp | - | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $1,123-100.0% | - | $2,597-100.0% |
| Participant deferral / active EE | $6 | $1,547-99.6% | - | $4,028-99.9% |
| Admin fee / account holder | $0 | $2,251-100.0% | - | $5,403-100.0% |