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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 | $5,483 | $45,438-87.9% | $80,004-93.1% | $59,633-90.8% |
| Participation rate | 31.6% | 63.7%-32.1pp | 73.0%-41.4pp | 68.7%-37.0pp |
| Annual return | 0.00% | 5.10%-5.1pp | 7.63%-7.6pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $0 | $1,236-100.0% | $2,473-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,459 | $2,231-34.6% | $3,204-54.4% | $3,192-54.3% |
| Admin fee / account holder | $0 | $3,464-100.0% | $5,033-100.0% | $4,297-100.0% |