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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 | $977 | $32,037-97.0% | $69,182-98.6% | $62,881-98.4% |
| Participation rate | 48.7% | 43.4%+5.3pp | 55.1%-6.4pp | 69.3%-20.6pp |
| Annual return | 0.00% | 15.16%-15.2pp | -21.93%+21.9pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $486 | $1,185-59.0% | $1,897-74.4% | $3,203-84.8% |
| Admin fee / account holder | $3 | $2,608-99.9% | $2,697-99.9% | $4,296-99.9% |