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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 | $1,386 | $83,826-98.3% | - | $147,585-99.1% |
| Participation rate | 30.8% | 69.4%-38.6pp | - | 82.8%-52.1pp |
| Annual return | 0.00% | 26.57%-26.6pp | - | 578.56%-578.6pp |
| Employer contribution / active EE | $0 | $3,042-100.0% | - | $4,876-100.0% |
| Participant deferral / active EE | $421 | $3,987-89.5% | - | $5,439-92.3% |
| Admin fee / account holder | $0 | $6,071-100.0% | - | $10,885-100.0% |