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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 | $3,436 | $65,703-94.8% | $94,228-96.4% | $59,633-94.2% |
| Participation rate | 63.9% | 72.1%-8.2pp | 78.8%-14.9pp | 68.7%-4.8pp |
| Annual return | 0.00% | 5.22%-5.2pp | 10.68%-10.7pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,298 | $3,143-26.9% | $4,320-46.8% | $3,192-28.0% |
| Admin fee / account holder | $0 | $4,264-100.0% | $6,269-100.0% | $4,297-100.0% |