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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 | $995 | $27,632-96.4% | $61,399-98.4% | $68,495-98.5% |
| Participation rate | 56.3% | 39.5%+16.7pp | 52.6%+3.7pp | 67.9%-11.6pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.81%-338.8pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,120 | $1,264-11.4% | $2,124-47.3% | $4,028-72.2% |
| Admin fee / account holder | $184 | $2,010-90.9% | $2,131-91.4% | $5,403-96.6% |