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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 | $522 | $31,105-98.3% | $53,647-99.0% | $64,097-99.2% |
| Participation rate | 32.4% | 30.7%+1.7pp | 56.3%-23.8pp | 55.2%-22.8pp |
| Annual return | 0.00% | 22.54%-22.5pp | 358.33%-358.3pp | 34.64%-34.6pp |
| Employer contribution / active EE | $0 | $441-100.0% | $962-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $211 | $896-76.4% | $1,813-88.3% | $3,080-93.1% |
| Admin fee / account holder | $14 | $2,195-99.4% | $2,460-99.4% | $3,454-99.6% |