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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 | $9,825 | $84,233-88.3% | $170,436-94.2% | $70,131-86.0% |
| Participation rate | 18.8% | 70.8%-52.1pp | 83.6%-64.8pp | 69.5%-50.8pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.94%-205.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,362 | $3,086-55.9% | $4,939-72.4% | $3,332-59.1% |
| Admin fee / account holder | $71 | $5,698-98.7% | $13,880-99.5% | $4,645-98.5% |