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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 | $643 | $27,632-97.7% | $61,452-99.0% | $68,486-99.1% |
| Participation rate | 55.6% | 39.5%+16.0pp | 52.6%+3.0pp | 67.9%-12.3pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.96%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $448 | $1,264-64.6% | $2,125-78.9% | $4,028-88.9% |
| Admin fee / account holder | $27 | $2,010-98.6% | $2,131-98.7% | $5,404-99.5% |