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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 | $17,915 | $247,120-92.8% | $213,834-91.6% | $350,051-94.9% |
| Participation rate | 66.7% | 29.4%+37.3pp | 12.3%+54.4pp | 44.5%+22.2pp |
| Annual return | 0.00% | -11.83%+11.8pp | -5.12%+5.1pp | -14.65%+14.6pp |
| Employer contribution / active EE | $0 | $42,640-100.0% | $31,020-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $11,943 | $68+17544.8% | $101+11736.8% | $60+19795.2% |
| Admin fee / account holder | $0 | $3,703-100.0% | $2,852-100.0% | $14,582-100.0% |