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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 | $47,479-90.5% | $62,929-92.8% | $82,448-94.5% |
| Participation rate | 63.6% | 66.9%-3.2pp | 73.1%-9.5pp | 68.1%-4.4pp |
| Annual return | 0.00% | 20.34%-20.3pp | 1063.93%-1063.9pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,670 | $2,870-7.0% | $3,888-31.3% | $4,139-35.5% |
| Admin fee / account holder | $0 | $3,804-100.0% | $5,065-100.0% | $7,234-100.0% |