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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 | $937 | $27,632-96.6% | $61,399-98.5% | $68,495-98.6% |
| Participation rate | 64.5% | 39.5%+25.0pp | 52.6%+11.9pp | 67.9%-3.4pp |
| Annual return | -13.16% | -13.24%+0.1pp | 338.81%-352.0pp | -7.84%-5.3pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $446 | $1,264-64.7% | $2,124-79.0% | $4,028-88.9% |
| Admin fee / account holder | $9 | $2,010-99.5% | $2,131-99.6% | $5,403-99.8% |