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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 | $1,121 | $28,601-96.1% | $71,702-98.4% | $66,930-98.3% |
| Participation rate | 62.4% | 56.7%+5.7pp | 62.3%0pp | 69.8%-7.4pp |
| Annual return | 0.00% | -10.90%+10.9pp | 9.14%-9.1pp | 1.57%-1.6pp |
| Employer contribution / active EE | $122 | $1,104-89.0% | $1,704-92.9% | $2,545-95.2% |
| Participant deferral / active EE | $699 | $1,912-63.4% | $2,658-73.7% | $4,238-83.5% |
| Admin fee / account holder | $0 | $506-100.0% | $3,974-100.0% | $593-100.0% |