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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 | $4,613 | $67,411-93.2% | $91,004-94.9% | $70,126-93.4% |
| Participation rate | 39.0% | 71.4%-32.3pp | 75.6%-36.6pp | 69.5%-30.5pp |
| Annual return | 0.00% | -40.16%+40.2pp | 4.60%-4.6pp | 73.15%-73.1pp |
| Employer contribution / active EE | $207 | $1,786-88.4% | $2,456-91.6% | $2,343-91.2% |
| Participant deferral / active EE | $1,566 | $2,823-44.5% | $3,548-55.9% | $3,332-53.0% |
| Admin fee / account holder | $7 | $4,236-99.8% | $5,417-99.9% | $4,645-99.9% |