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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 | $809 | $27,632-97.1% | $61,399-98.7% | $68,495-98.8% |
| Participation rate | 57.5% | 39.5%+18.0pp | 52.6%+4.9pp | 67.9%-10.4pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.81%-338.8pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $538 | $1,264-57.5% | $2,124-74.7% | $4,028-86.7% |
| Admin fee / account holder | $2 | $2,010-99.9% | $2,131-99.9% | $5,403-100.0% |