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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 | $2,746 | $45,566-94.0% | $64,105-95.7% | $59,633-95.4% |
| Participation rate | 53.6% | 60.2%-6.6pp | 68.2%-14.6pp | 68.7%-15.1pp |
| Annual return | 0.00% | 4.95%-4.9pp | 791.24%-791.2pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $99 | $934-89.4% | $1,820-94.6% | $2,203-95.5% |
| Participant deferral / active EE | $1,423 | $2,057-30.8% | $2,822-49.6% | $3,192-55.4% |
| Admin fee / account holder | $0 | $3,268-100.0% | $4,499-100.0% | $4,297-100.0% |