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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 | $967 | $52,380-98.2% | $98,864-99.0% | $85,851-98.9% |
| Participation rate | 56.7% | 58.0%-1.3pp | 65.7%-9.1pp | 69.3%-12.7pp |
| Annual return | 0.00% | 25.82%-25.8pp | 50.03%-50.0pp | 318.63%-318.6pp |
| Employer contribution / active EE | $143 | $1,337-89.3% | $2,070-93.1% | $2,565-94.4% |
| Participant deferral / active EE | $680 | $2,101-67.6% | $3,037-77.6% | $3,952-82.8% |
| Admin fee / account holder | $0 | $3,865-100.0% | $4,080-100.0% | $6,261-100.0% |