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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 | $9,788 | $105,861-90.8% | $90,756-89.2% | $134,509-92.7% |
| Participation rate | 30.0% | 78.2%-48.2pp | 75.7%-45.7pp | 81.2%-51.2pp |
| Annual return | 0.00% | -10.99%+11.0pp | -12.16%+12.2pp | 418.13%-418.1pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,676 | $5,217-67.9% | $4,565-63.3% | $6,400-73.8% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,427-100.0% |