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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 | $21,847 | $85,766-74.5% | $136,298-84.0% | $70,126-68.8% |
| Participation rate | 36.0% | 74.2%-38.2pp | 81.9%-45.9pp | 69.5%-33.5pp |
| Annual return | 0.00% | 31.46%-31.5pp | 5156.27%-5156.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,417 | $5,051-52.1% | $6,247-61.3% | $3,332-27.5% |
| Admin fee / account holder | $200 | $5,421-96.3% | $9,244-97.8% | $4,645-95.7% |