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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $346 | $105,866-99.7% | $90,766-99.6% | $134,545-99.7% |
| Participation rate | 55.0% | 78.3%-23.3pp | 75.7%-20.7pp | 81.2%-26.2pp |
| Annual return | -19.68% | -10.99%-8.7pp | -12.16%-7.5pp | 418.37%-438.0pp |
| Employer contribution / active EE | $70 | $3,464-98.0% | $2,922-97.6% | $4,742-98.5% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $48 | $13,938-99.7% | $8,446-99.4% | $11,431-99.6% |