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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 | $7,453 | $69,012-89.2% | $160,037-95.3% | $68,490-89.1% |
| Participation rate | 23.1% | 65.4%-42.3pp | 78.0%-54.9pp | 67.9%-44.8pp |
| Annual return | 0.00% | -9.65%+9.7pp | 408.95%-409.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,226-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,823 | $4,212-56.7% | $6,184-70.5% | $4,028-54.7% |
| Admin fee / account holder | $0 | $4,798-100.0% | $8,716-100.0% | $5,403-100.0% |