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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 | $17,917 | $45,566-60.7% | $64,105-72.1% | $59,633-70.0% |
| Participation rate | 34.5% | 60.2%-25.7pp | 68.2%-33.7pp | 68.7%-34.2pp |
| Annual return | 0.00% | 4.95%-4.9pp | 791.24%-791.2pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $960 | $2,057-53.3% | $2,822-66.0% | $3,192-69.9% |
| Admin fee / account holder | $78 | $3,268-97.6% | $4,499-98.3% | $4,297-98.2% |