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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 | $4,501 | $55,457-91.9% | $77,361-94.2% | $94,015-95.2% |
| Participation rate | 63.6% | 69.8%-6.2pp | 75.0%-11.3pp | 70.8%-7.2pp |
| Annual return | 0.00% | 15.57%-15.6pp | 1011.54%-1011.5pp | 17.84%-17.8pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,670 | $3,069-13.0% | $3,911-31.7% | $4,249-37.2% |
| Admin fee / account holder | $0 | $4,334-100.0% | $5,894-100.0% | $8,951-100.0% |