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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 | $863 | $60,813-98.6% | - | $134,532-99.4% |
| Participation rate | 33.3% | 67.1%-33.8pp | - | 81.2%-47.9pp |
| Annual return | 0.00% | -10.69%+10.7pp | - | 418.27%-418.3pp |
| Employer contribution / active EE | $145 | $2,735-94.7% | - | $4,741-96.9% |
| Participant deferral / active EE | $145 | $4,132-96.5% | - | $6,401-97.7% |
| Admin fee / account holder | $2 | $4,065-100.0% | - | $11,429-100.0% |