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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 | $50,554-91.1% | $67,681-93.4% | $87,485-94.9% |
| Participation rate | 63.6% | 67.7%-4.1pp | 73.7%-10.1pp | 68.9%-5.3pp |
| Annual return | 0.00% | 17.81%-17.8pp | 590.58%-590.6pp | 26.06%-26.1pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,670 | $2,961-9.8% | $3,976-32.8% | $4,274-37.5% |
| Admin fee / account holder | $0 | $4,132-100.0% | $6,100-100.0% | $7,775-100.0% |