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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 | $529 | $27,632-98.1% | $61,452-99.1% | $68,486-99.2% |
| Participation rate | 64.6% | 39.5%+25.1pp | 52.6%+12.0pp | 67.9%-3.3pp |
| 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 | $477 | $1,264-62.3% | $2,125-77.6% | $4,028-88.2% |
| Admin fee / account holder | $2 | $2,010-99.9% | $2,131-99.9% | $5,404-100.0% |