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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 | $2,631 | $107,809-97.6% | $90,657-97.1% | $135,379-98.1% |
| Participation rate | 29.4% | 78.0%-48.6pp | 74.0%-44.6pp | 82.6%-53.2pp |
| Annual return | 0.00% | -0.90%+0.9pp | 1.89%-1.9pp | 519.79%-519.8pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,005 | $3,872-74.0% | $3,424-70.6% | $5,609-82.1% |
| Admin fee / account holder | $29 | $5,931-99.5% | $4,994-99.4% | $10,828-99.7% |