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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 | $234 | $63,138-99.6% | $96,575-99.8% | - |
| Participation rate | 2.0% | 51.5%-49.4pp | 69.8%-67.8pp | - |
| Annual return | 0.00% | 9.15%-9.1pp | 37.79%-37.8pp | - |
| Employer contribution / active EE | $0 | $927-100.0% | $2,357-100.0% | - |
| Participant deferral / active EE | $5 | $2,358-99.8% | $3,849-99.9% | - |
| Admin fee / account holder | $0 | $3,542-100.0% | $6,182-100.0% | - |