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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 | $2,114 | $27,632-92.3% | $61,452-96.6% | $68,486-96.9% |
| Participation rate | 15.1% | 39.5%-24.4pp | 52.6%-37.5pp | 67.9%-52.8pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.96%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $328 | $1,264-74.1% | $2,125-84.6% | $4,028-91.9% |
| Admin fee / account holder | $4 | $2,010-99.8% | $2,131-99.8% | $5,404-99.9% |