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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 | $678 | $100,841-99.3% | - | $167,518-99.6% |
| Participation rate | 37.5% | 69.9%-32.4pp | - | 82.1%-44.6pp |
| Annual return | 0.00% | 15.60%-15.6pp | - | 478.71%-478.7pp |
| Employer contribution / active EE | $98 | $3,097-96.8% | - | $4,838-98.0% |
| Participant deferral / active EE | $155 | $4,641-96.7% | - | $6,342-97.6% |
| Admin fee / account holder | $0 | $3,188-100.0% | - | $12,312-100.0% |