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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 | $771 | $25,972-97.0% | - | $72,975-98.9% |
| Participation rate | 2.8% | 52.8%-50.0pp | - | 69.5%-66.7pp |
| Annual return | 24.18% | 20.47%+3.7pp | - | 81.01%-56.8pp |
| Employer contribution / active EE | $0 | $2,171-100.0% | - | $2,440-100.0% |
| Participant deferral / active EE | $1 | $2,560-100.0% | - | $3,608-100.0% |
| Admin fee / account holder | $0 | $2,104-100.0% | - | $5,124-100.0% |