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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 | $3,970 | $54,541-92.7% | $78,778-95.0% | $70,126-94.3% |
| Participation rate | 36.8% | 60.8%-24.0pp | 69.2%-32.4pp | 69.5%-32.8pp |
| Annual return | 0.00% | 21.07%-21.1pp | 35.62%-35.6pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,522 | $2,210-31.1% | $2,958-48.5% | $3,332-54.3% |
| Admin fee / account holder | $50 | $3,709-98.6% | $5,134-99.0% | $4,645-98.9% |