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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 | $1,061 | $60,813-98.3% | - | $134,532-99.2% |
| Participation rate | 20.0% | 67.1%-47.1pp | - | 81.2%-61.2pp |
| Annual return | -11.05% | -10.69%-0.4pp | - | 418.27%-429.3pp |
| Employer contribution / active EE | $16 | $2,735-99.4% | - | $4,741-99.7% |
| Participant deferral / active EE | $31 | $4,132-99.3% | - | $6,401-99.5% |
| Admin fee / account holder | $0 | $4,065-100.0% | - | $11,429-100.0% |