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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 | $3,424 | $90,320-96.2% | $59,496-94.2% | $125,388-97.3% |
| Participation rate | 29.4% | 68.3%-38.9pp | 54.6%-25.1pp | 83.2%-53.8pp |
| Annual return | -1.00% | 369.13%-370.1pp | 182.05%-183.0pp | 282.24%-283.2pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $1,153-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $393 | $2,716-85.5% | $1,829-78.5% | $5,352-92.7% |
| Admin fee / account holder | $37 | $3,063-98.8% | $2,232-98.3% | $9,541-99.6% |