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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 | $428 | $64,480-99.3% | - | $139,466-99.7% |
| Participation rate | 5.6% | 66.6%-61.0pp | - | 80.3%-74.8pp |
| Annual return | 0.00% | 4.96%-5.0pp | - | 373.66%-373.7pp |
| Employer contribution / active EE | $0 | $6,857-100.0% | - | $4,754-100.0% |
| Participant deferral / active EE | $24 | $2,915-99.2% | - | $6,712-99.6% |
| Admin fee / account holder | $1 | $3,931-100.0% | - | $11,409-100.0% |